Contact Info

Academy of Finance Program Contact: Leah Zimmer
Phone: (360)473-0566
E-mail: leah.zimmer@bsd.wednet.edu


Academy of Finance Program Info

The Academy of Finance program is part of the National Academy Foundation, which started in New York City’s Wall Street. Students learn about the broad career opportunities available in the financial services industry.  Students will learn about Financial Planning & Investing, Banking and Credit, Securities and Insurance, the Stock Market, Business Correspondence and Accounting. They will also have the opportunity to participate in job shadowing opportunities, entrepreneurial activities, and they will learn strategies for success in the financial industry. Students are encouraged to participate in paid internships at leading financial services corporations, obtain employment after graduation, and pursue higher education.

  • Financial Planning and Investments
  • Banking and Credit
  • Guest Speakers/Job Shadowing
  • Securities and Insurance
  • Microsoft Office Programs
  • Entrepreneurial Activities    
  • Strategies for Success

Course Syllabus

Fact Sheet

Printable Documents


Academy of Finance Course Syllabus

Instructor: Leah Zimmer
Phone: (360)473-0566
E-mail: leah.zimmer@bsd.wednet.edu

Course Description:

The Academy of Finance program will introduce students to the broad career opportunities in the financial service industry. It will also provide students with industry-related courses of study, while encouraging students to earn internships at leading financial service corporations, obtain employment after graduation and to pursue higher education.

Academy of Finance Course Work:

  • Accounting
  • Banking and Credit
  • Financial Services
  • Economics
  • Securities and Insurance
  • Financial Planning
  • English for Finance

Grading:

A point system will be used to determine each student’s grade.

50% Academic Performance including tests, projects and assignments.
50% 23 Employability Skills including attendance, responsibility, attitude, professionalism and the ability to stay on task.

A - 90 - 100%
B - 80 - 89%
C - 70 - 79%
D - 60 - 69%
F - 0 - 59%

Materials:

Students are required to bring ALL materials to class EVERYDAY.

  • Calculator (calculators on cell phones are prohibited)
  • Pencils and Erasers
  • Accounting Book and Workbook

Expectations:

  • Regular Attendance – see STUDENT HANDBOOK attendance policy.
  • Punctuality – be in the classroom BEFORE the bell rings with necessary supplies and material.
  • Behavior – demonstrating MUTUAL RESPECT for each person in the class is a must!
  • Dress Code – participate in the mandatory Professional Dress Day each Thursday.
  • Adhere to all guidelines in the West Sound Tech STUDENT HANDBOOK.


Academy of Finance Fact Sheet
Career Cluster: Business & Marketing

Helpful attributes and abilities of student:

Ability to get along with others and work with people. Ability to touch keyboard at 40 WPM.

Length of program:

Program is open entry, which means a student may start at any time depending on space available. Students need at least 1 year for minimum skill development.

Sessions offered:

Session I – 8-10:30 am
Session II – 11:10 am – 1:40 pm
Alternating days for Peninsula, Gig Harbor and South Kitsap or customized as needed.

Equivalency credits available:

English, Math

*Note: Some school districts do not allow Equivalency Credit. Please check with your high school counselor for approval prior to enrolling.

Articulation:

Pending at Olympic College

Industry skills standards used:

Microsoft Office Certification Pending

Course Description:

What happens to all that money in a bank or credit union? Enroll in Banking and Finance to gain skills you’ll need to work in financial institutions or financial planning companies. You will have hands-on experience learning to become part of a professional business team.

Emphasis is placed on the skills and attitudes necessary for success in business and college. Students interested in this program should have the ability to keyboard and use a 10-key by touch. Special program features include: cash handling, understanding credit cards and loan applications, stock market simulations, business correspondence, telephone etiquette and entrepreneurial activities. This class will provide qualified students with a 6-8 week paid internship, exposure to current technology and the opportunity to earn college credits while still in high school.

Suggesting clothing:

Business attire required periodically.

Related careers:

Receptionist, office clerk, secretary, office manager
Computer operator
Business owner

Printable Documents: Click on the MS Word Icon, MS Excel icon or the Adobe PDF icon below to download any of the following printable documents. If you do not have MS Word or Adobe Reader, you can download Adobe Reader to view, print or save the Adobe PDF documents below.

Printable Documents Excel
Word
PDF
Academy of Finance Course Syllabus  
Essential Accounting Learning Requirements    
Academy of Finance
Program Fact Sheet - Coming Soon! 		     
Cross Credits - Equivalency Credits for Math