Applied Finance

Applied Finance delves into the financial concepts introduced to students in the Principles of Finance course. Students begin the course with a review of such key topics as cash flow, the business life cycle, and capital.

In Applied Finance, students learn about the legal forms of business organization and grasp the pros and cons of business ownership forms. Students continue to develop an understanding of profit and distinguish this measure of business success from cost and revenue. Students learn about various financial analysis strategies while they evaluate financial documents. They learn the three most common methods by which businesses raise capital-stocks, bonds, and short-term financing.

Students also have the chance to explore, in depth, topics of high interest in the field of finance, including globalization, employees, and taxes.

Students apply what they have learned over the course to the culminating project. Working in groups of four or five, students role-play company representatives (investor relations officers) making a pitch to a group of investors about the financial benefits of investing in their chosen company. The goal is to encourage the audience to invest in their company based on the overview that they present. The driving question for the project is, "How can we, as company representatives, best evaluate and present our company's investment worthiness?" At the end of the course, the group delivers a presentation to an invited audience.

Finally, students get a chance to discover the types of careers that exist in finance today.

This course is expected to take a total of 72 50-minute class periods.

Course Scope & Sequence

The Scope & Sequence lists the learning objectives for each lesson, providing you with an overview of what your students will learn during the course. You can use these learning objectives as a guide to determine how the course enables your students to reach the requisite goals set for them.

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Lesson Descriptions

The Lesson Descriptions document includes a brief overview of every lesson in the course. This is the narrative companion to the course Scope & Sequence document.

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Course Support

If you have questions about this course, need a hand with a particular lesson, or just have a great idea to share, please contact the NAF Instructional Managers directly at curriculum@naf.org. We are available to support you in teaching the course while also gathering feedback to improve the NAF curriculum.

Culminating Project Overview

In every NAF course, students complete a culminating project and present it in the final lesson. Download the Project Overview to learn the details about the culminating project for this course and to find out what advance preparation the project entails.

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NAFTrack Certification Course Guide

NAFTrack Certification is a nationally recognized, standards-based set of tools developed by NAF to evaluate students' readiness for college and career. By completing all NAFTrack Certification requirements, students demonstrate mastery of academic skills and career-related knowledge. The requirements are as follows: for each of four NAF courses, students complete all coursework, pass the end-of-course exam, and fulfill culminating project responsibilities, as evidenced by uploading key pieces of work.

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Correlations to the Common Core State Standards

This document identifies which of the ELA and Math Common Core State Standards are met by each lesson in the course. You can use these correlations as an aid to preparing your students for college and careers.

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We welcome questions and feedback about these course materials. For a prompt response, please email Kevin English directly at kenglish@naf.org.

The ZIP file below contains the current version of every file for this course. Be sure to download it before the start of each school year. If you just need a specific file or two, it's quicker to use the individual links listed on this page.

All Course Files (ZIP file)

Unit 1

Lesson 1: Course Introduction

This lesson uses a .mov file that must be unzipped and requires an up-to-date video player such as Windows Media Player or Apple's QuickTime Player to view. If you have difficulty playing this file, please consult the tech coordinator for your school.

Lesson 2: Financial Concepts

Lesson 3: The Financial Environment

Unit 2

Lesson 4: Profit

Lesson 5: Risk and Risk Management

Unit 3

Lesson 6: Financial Record-Keeping and Analysis

Lesson 7: Financial Strategies

Unit 6

Lesson 16: Working in the Industry

Lesson 17: Learning from Industry Experts

Lesson 18: Project Presentation and Course Closure

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