ERIC Number: ED221661
Record Type: RIE
Publication Date: 1981
Financial Services Marketing.
Olson, Lucretia Maria
This manual contains student assignments in the financial services area of the marketing process. The individualized competency-based materials are intended to enhance and supplement instruction or to provide the basis for a course of instruction by the teacher-coordinator. Information on skills needed in jobs in financial marketing is first listed. These skills are categorized into basic, social, and midmanagement skills. Twelve assignments follow that can be given in any sequence. Each assignment follows this format: objectives, informative material providing the knowledge (cognitive) competencies, questions on the material, and projects whose completion requires student application and synthesis of the competencies. Topics covered include bank services and their importance; the banking system; the structure of banking; banking operations; support services for the paying and receiving function; the lending function; the trust function; internal marketing functions; business development, advertising, and promotion; bank administration; bank investments; and banking trends and career opportunities. (YLB)
Descriptors: Banking, Behavioral Objectives, Business Education, Careers, Competency Based Education, Distributive Education, Finance Occupations, Financial Services, Individualized Instruction, Instructional Materials, Job Skills, Learning Activities, Marketing, Secondary Education
Center for Occupational Curriculum Development, University of Texas at Austin, P.O. Box 7218, Austin, TX 78712 (Stock Number DE-504-S, $8.95).
Publication Type: Guides - Classroom - Learner
Education Level: N/A
Authoring Institution: Texas Univ., Austin. Center for Occupational Curriculum Development.