Consumer Science 251: Financial Services Leadership Symposium

Affiliation

Name: Lindsay Peters
SCID: School of Human Ecology
Department: Consumer Science
Course Name: Consumer Science 251: Financial Services Leadership SymposiumCourse Objectives:

  • CO1: Discuss the seven Career Readiness Competencies: Critical thinking/problem solving, oral & written communication, teamwork & collaboration, information technology application, leadership, professionalism/work ethic, and career management
  • CO2: Describe the various components of the financial services industry
  • CO3: Identify occupations within the financial services industry and the skill sets necessary for success
  • CO4: Explain the impact the financial services industry has on individuals and families in society

Course Units:

  • CU1: Intro to industry and related career paths
  • CU2: Career Readiness overview
  • CU3: Critical thinking/problem solving
  • CU4: Oral/written communication
  • CU5: Teamwork/collaboration
  • CU6: Information technology application
  • CU7: Leadership
  • CU8: Professionalism/work ethic
  • CU9: Career management

Unit Objectives:

  • UO1: Articulate skills and strengths relevant to careers in the financial services industry
  • UO2: Outline steps necessary to pursue opportunities in the financial services industry
  • UO3: Identify resources on and off campus to guide the career management process

Activity One

Activity: Reading with Knowledge check
Description:Students will read online module that presents on and off campus resources to guide the career management process. They will then do an online knowledge check in the form of a student scenario (Marcy).Modality: Canvas
Activity Sequence: Pre-class
Required Knowledge: N/A
Time on Task:
Objectives Supported: UO3
Horton Type: Absorb
Bloom’s Level: Remember
Evidence: Knowledge check assessment
Pedagogical Role: Develop activity that address course unit objectives
Social Role: N/A
Managerial Role: Communicate clear/consistent expectations of assignment
Technical Role: Canvas support

Activity Two

Activity: Financial Services Career Strengths and Skills
Description:Break students into groups. Assign each group a financial services career path (financial advising, credit analyst, client associate). Using O*Net and class presentation knowledge, come up with a list of skills and strengths necessary for this career path. Report to class. Modality: Face-to-face (group work)
Activity Sequence: In-class
Required Knowledg: Information from industry presenters
Time on Task:
Objectives Supported: UO1
Horton Type: Connect
Bloom’s Level: Understand/Explain
Evidence: Report to class (rubric to assess)
Pedagogical Role: Foster interactions, assessment strategy
Social Role: Set expectations for group participation
Managerial Role: Manage time for activity, develop rubric
Technical Role: Provide tutorial on online tool O*Net

Activity Three

Activity:
Description:Students will pick a financial services career path they find interesting and outline the steps necessary (while in college) to pursue the opportunity, as well as the resources (on and off campus) that can help in this process. This will be in the form of a reflection paper. Modality: Online – Canvas
Activity Sequence: Post class
Required Knowledge: Industry presentations and class reports on the different career paths
Time on Task:
Objectives Supported: UO2, UO3
Horton Type: Do, Connect
Bloom’s Level: Apply
Evidence: Instructor feedback and assignment grade
Pedagogical Role: Develop activity to support course goals
Social Role: N/A
Managerial Role: Communication clear and consistent expectation for reflection assignment
Technical Role: Canvas support

Activity Four

Activity: Minute paper
Description:Students will complete minute paper relating to on and off campus resources to guide in the career management. Report to large group.Modality: Individual reflection, face-to-face (large group reporting)
Activity Sequence: In-class
Required Knowledge: Pre-class activity on resources
Time on Task: 5 minutes
Objectives Supported: UO3
Horton Type: Do
Bloom’s Level: Understand/Explain
Evidence: Minute paper and class discussion
Pedagogical Role: Develop questions (for minute) paper that support unit objective
Social Role: Cultivate student participation in large group reporting
Managerial Role: Determine rhythm for activity sequence
Technical Role: N/A

Activity Five

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Required Knowledge:
Time on Task:
Objectives Supported:
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