Rodney Fisher
I. Title: Organized Funds
II. Subject Area: Mathematics/Business
III. Topics to be covered:
A. Terminology Learning vocabulary that will enhance the theoretical aspect of the course.
B. Financial Statements Students will learn to solve and prepare income statements, statements of capital and balance sheets.
C Business Transactions
1. Students will learn to analyze and and solve business transactions
2. Students will learn to record business transactions on to T-Accounts, General Journals and Ledgers.
D Checks and Balances
1. Students will learn to open a checking account and balance a checkbook.
2. Students will learn to open a savings account and compute interest.
E. Income Taxes
Students will learn to prepare Federal and State taxes.
IV. Skills
A. Demonstrate understanding and use of numbers as they appear in context (e.g. statements, accounts, journal etc.)
B. Mathematical computational skills
1. Addition, Subtraction, Multiplication and Division
2. Percents and Decimals
3. Fractions
4. Ratio and Proportion
5. Variable equations
C. Use of calculator as computational tool.
D. Critical Thinking/Problem Solving Equations
1. Students will learn to identify the problem with business transactions.
2. Students will predict possible outcomes and put them into action.
3. Students will learn to evaluate and discuss their answers.
4. Students will make connections between new and prior knowledge of the course and create new ideas or understanding.
E. Ability to categorize money amounts into correct accounts and perform appropriate computations.
F. Express concepts numerically in a variety of forms.
1. Equations
2. Patterns
G. Use mathematical language correctly and accurately.
V. Assessments
A. Students will be assessed on their classroom folder (ie the completion and understanding of classwork and notes.
B. Students will be assessed on the completion and understanding of homework assignments when given.
C. Students will be assessed on the results of their quizzes and tests
D. Students will be assessed on group and individual presentations.
1. presents work in a well organized and neat fashion.
2. provides thorough material
3. understands the material presented
E. Students will be assessed by the Attendance Policy
VI. Instructional Materials
A. Accounting "The Easy Way", Barron�s
B. Accounting Principles; Smith, Keith, Stephens
C. Problem Solving Strategies/Crossing The River With Dogs Ted Herr., Ken Johnson
D. Income Tax Forms; Federal/State
E. Checking/Savings account forms
VII. Instructional Strategies
A. Students will be grouped for cooperative learning purposes.
B. There will be guest speakers to share their knowledge and expertise of topics that are discussed in the course.
C. Students will be responsible for working on solutions to problems in class.
D. Inquiry based instruction
E. Lecturing and brainstorming strategie
F. Individual and group accountability.