Spreadsheet: 1e85de48-7b36-40a1-bf8f-fa025f3ed952
Sheet: Sheet1

Finance | Unnamed: 1 | Unnamed: 2 | Unnamed: 3 | Unnamed: 4 | Unnamed: 5
Foundation
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC01.01 | Academic Foundations | #1: Business Essentials    Academic Courses | Apply reading skills to enhance financial career opportunities. | Use reading skills to interpret and understand information. | Identify information sources.
 |  |  |  |  | Collect information from a variety of reliable sources.
 |  |  |  |  | Extract relevant information from information gathered.
 |  |  |  |  | Follow written instructions.
 |  |  |  |  | Apply written information to correctly perform task.
FNC01.02 | Academic Foundations | #1: Business Essentials    Academic Courses | Apply writing skills to enhance financial career opportunities. | Employ effective grammar to communicate in writing. | Use correct grammar.
 |  |  |  |  | Use correct spelling.
 |  |  |  |  | Use correct punctuation.
 |  |  |  |  | Write complete sentences.
 |  |  |  | Select appropriate programs/software to produce business documents. | Format business letters.
 |  |  |  |  | Format memo.
 |  |  |  |  | Format emails.
FNC01.03 | Academic Foundations | #1: Business Essentials    Academic Courses | Apply mathematics skills to enhance financial career opportunities. | Employ numbers and operations to solve mathematical problems. | Recognize relationships among numbers.
 |  |  |  |  | Apply operations correctly.
 |  |  |  |  | Calculate computations successfully.
 |  |  |  | Use mathematical skills to make business decisions. | Predict reasonable estimations.
 |  |  |  |  | Utilize ratios successfully.
 |  |  |  |  | Apply statistical methods in data analysis.
 |  |  |  |  | Analyze data to assure proper decision.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC01.04 | Academic Foundations | #1: Business Essentials    Academic Courses | Apply economic skills to enhance financial career opportunities. | Use economic skills to determine the role of global economics. | Identify foreign factors.
 |  |  |  |  | Determine currency exchange.
 |  |  |  |  | Evaluate foreign risk.
 |  |  |  | Analyze regional and national economics to determine their roles. | Identify demographic data.
 |  |  |  |  | Identify geographical data.
 |  |  |  |  | Identify socioeconomic data.
FNC02.01 | Communications | #1: Business Essentials    Academic Courses | Comprehend and use reading strategies to learn meaning, technical concepts, and vocabulary and follow directions. | Determine and use reading strategy (skimming, reading for detail, reading for meaning and critical analysis) to determine purpose of text. | Use reading strategy to achieve intended purpose.
 |  |  |  |  | Identify purpose of text.
 |  |  |  |  | Identify complexity of text.
 |  |  |  |  | Explain purpose of text.
 |  |  |  | Analyze information read to learn meaning, technical concepts, vocabulary, and follow directions. | Determine relevance, accuracy, and appropriateness to purpose.
 |  |  |  |  | Identify complexities and discrepancies in information.
 |  |  |  |  | Analyze information presented in a variety of formats such as tables, lists, and figures.
 |  |  |  |  | Identify key technical concepts and vocabulary.
 |  |  |  |  | Follow all instructions as specifically given.
 |  |  |  | Interpret, transcribe and communicate information, data, and observations to apply information learned from reading to actual practice. | Explain meaning of new terms, vocabulary and concepts.
 |  |  |  |  | Interpret technical materials used.
 |  |  |  |  | Summarize overall meaning of text.
 |  |  |  |  | Write specific steps for applying information learned to task or new situation.
 |  |  |  |  | Write set of directions for others sharing information learned and applying that to task or new situation.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC02.02 | Communications | #1: Business Essentials    Academic Courses | Locate, organize, and reference written information from reliable sources to communicate  with co-workers and customers. | Locate written information to communicate with co-workers and customers. | Identify topic.
 |  |  |  |  | Conduct information search using card catalog, keywords, and/or search engines.
 |  |  |  |  | Locate variety of resources such as books, journals, and magazines.
 |  |  |  |  | Locate information from electronic forms including the Internet.
 |  |  |  |  | Organize resources to use key information.
 |  |  |  | Organize information to use in written and oral communications. | Read and take notes from selected resources.
 |  |  |  |  | Prepare outline that emphasizes major points with supporting data.
 |  |  |  |  | Present information in organized, easy-to-follow manner.
 |  |  |  |  | Prepare working bibliography according to [NAME], APA, CBE, or Chicago, depending on the warranted language style.
 |  |  |  | Document the source and proper reference to use in written information. | Prepare a bibliography according to [NAME], APA, CBE, or Chicago, depending on the warranted language style.
 |  |  |  |  | Use parenthetical, footnotes and endnotes text citations accurately.
 |  |  |  |  | Follow plagiarism and copyright rules and regulations.
FNC02.03 | Communications | #1: Business Essentials    Academic Courses | Use correct grammar, punctuation, and terminology to write and edit documents. | Compose multi-paragraph writing clearly, succinctly,  and accurately to write documents. | Organize and arrange information for effective coherence.
 |  |  |  |  | Report relevant information in order of occurrence.
 |  |  |  |  | Interpret information, data, and observations correctly.
 |  |  |  |  | Present main ideas and supporting facts.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
 |  |  | (CONTINUED) | Use description of audience and purpose to prepare written documents. | Use technical terms and concepts.
 |  |  |  |  | Incorporate and use references effectively and accurately.
 |  |  |  |  | Report objective and/or subjective information.
 |  |  |  | Use correct grammar, spelling, punctuation, and capitalization to prepare written documents. | Use correct grammar and sentence structure.
 |  |  |  |  | Use correct spelling.
 |  |  |  |  | Use correct punctuation and capitalization.
 |  |  |  | Use computer skills to design and develop written and supporting material. | Use word processing software to develop text, charts, graphs, or figures correctly.
 |  |  |  |  | Use presentation software to prepare visual support materials.
 |  |  |  |  | Format written documents with appropriate font and layout for easy reading.
FNC02.04 | Communications | #1: Business Essentials    Academic Courses | Develop and deliver formal and informal presentations using appropriate media to engage and inform audiences. | Prepare oral presentation to provide information for intended purpose and audience. | Know subject matter well enough to be independent of written aids.
 |  |  |  |  | Identify characteristics of the audience and adjust to their ability to understand.
 |  |  |  |  | Use technical terms and concepts correctly.
 |  |  |  |  | Use proper organization and structure to achieve coherence of major points.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
 |  |  | (CONTINUED) | Identify and prepare support materials to accompany oral presentation. | Identify media and visual aids appropriate to understand topic.
 |  |  |  |  | Prepare visual aids and support materials for easy viewing and without error.
 |  |  |  |  | Operate any equipment used with support materials smoothly and efficiently.
 |  |  |  |  | Adhere to basic visual communication principles.
 |  |  |  |  | Rehearse presentation as needed.
 |  |  |  | Deliver presentation to sustain listeners' attention and interest. | Deliver presentation without grammatical error.
 |  |  |  |  | Speak clearly with appropriate volume, rate, and gestures while making and maintaining appropriate eye contact.
 |  |  |  |  | Use support materials in the presentation that enhance understanding of the topic and the interest level of the audience.
 |  |  |  |  | Stay within presentation time parameters.
 |  |  |  |  | Evaluate listeners' interest and receptiveness.
 |  |  |  |  | Use verbal and nonverbal feedback strategies to engage discussion and adjust message and delivery.
 |  |  |  |  | Respond to questions and comments.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC02.05 | Communications | #1: Business Essentials    Academic Courses | Interpret verbal and nonverbal behaviors to enhance communication with co-workers and clients/participants. | Interpret verbal behaviors to enhance communication. | Identify verbal cues.
 |  |  |  |  | Observe voice speed, voice quality and tone.
 |  |  |  |  | Explain message conveyed by verbal behaviors.
 |  |  |  | Interpret nonverbal behaviors to enhance communication. | Identify nonverbal cues.
 |  |  |  |  | Observe eye contact, facial expressions, posture, gestures, and other body language.
 |  |  |  |  | Explain message conveyed by nonverbal behaviors.
FNC02.06 | Communications | #1: Business Essentials    Academic Courses | Apply active listening skills to obtain and clarify information. | Interpret message/information given to clarify information. | Determine familiarity of discussion.
 |  |  |  |  | Respond accordingly using appropriate verbal and nonverbal language.
 |  |  |  |  | Explain the message given in your own words.
 |  |  |  | Respond with restatement and clarification techniques to clarify information. | Ask questions to seek or confirm understanding.
 |  |  |  |  | Paraphrase and/or repeat information.
 |  |  |  |  | Record and summarize information in written notes.
 |  |  |  |  | Follow directions and/or respond in a positive way with clear, concise comments.
FNC02.07 | Communications | #1: Business Essentials    Academic Courses | Interpret and use tables, charts, and figures to support written and oral communication. | Develop tables, charts, and figures to support written and oral communications. | Compile and arrange facts in organized manner for a table, chart, or figure.
 |  |  |  |  | Document sources of data.
 |  |  |  |  | Determine most appropriate way to display data for effective coherence.
 |  |  |  |  | Prepare table, chart, graph, or figure for inclusion in publication or presentation.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
 |  |  | (CONTINUED) | Interpret tables, charts, and figures used to support written and oral communication. | Evaluate reference or source of data for authenticity and reliability.
 |  |  |  |  | Explain information presented in tables, charts, and figures.
 |  |  |  |  | Prepare written summary of findings expressed in tables, charts, and figures.
FNC03.01 | Problem Solving and Critical Thinking | #1: Business Essentials    Academic Courses | Apply problem-solving and critical thinking skills to resolve a problem. | Determine appropriate strategies to solve problems. | Identify the problem.
 |  |  |  |  | Determine possible solutions.
 |  |  |  |  | Involve appropriate people.
 |  |  |  |  | Review possible solutions.
 |  |  |  |  | Determine best solution.
 |  |  |  | Use group consensus strategy to solve a problem. | Communicate solution to people involved.
 |  |  |  |  | Check for understanding.
 |  |  |  |  | Prioritize implementation steps.
 |  |  |  |  | Apply strategy to the problem.
FNC04.01 | Information Technology Applications | #2: Business Technology Applications | Develop and access a database to manage general information. | Use a database to organize customer information. | Create database.
 |  |  |  |  | Access customer information.
 |  |  |  |  | Analyze customer information.
 |  |  |  |  | Interpret information to meet customer needs.
 |  |  |  | Use computer technology to organize company information. | Create database.
 |  |  |  |  | Access company information.
 |  |  |  |  | Analyze company information.
 |  |  |  |  | Interpret information to meet company objectives.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC04.02 | Information Technology Applications | #2: Business Technology Applications | Apply technological tools to expedite workflow. | Use available technology tools to increase work efficiency. | Use a telephone system.
 |  |  |  |  | Use an email system.
 |  |  |  |  | Use a word processing program.
 |  |  |  |  | Use a database program.
 |  |  |  |  | Use a spreadsheet program.
 |  |  |  |  | Use the Internet.
 |  |  |  | Integrate available technology tools to process and perform services. | Enhance customer service.
 |  |  |  |  | Improve company profitability.
 |  |  |  |  | Increase employee productivity.
 |  |  |  |  | Demonstrate presentation software to support presentations.
FNC05.01 | Systems | #3: Business Finance | Examine current events to determine their impact on the financial industry. | Interpret financial elements to determine impact on consumer behavior. | Consider jobless rate.
 |  |  |  |  | Consider current economic conditions.
 |  |  |  |  | Consider individual risk tolerance.
 |  |  |  |  | Consider income level.
 |  |  |  | Interpret laws and regulations to determine the role of government in the financial industry. | Identify tax implications.
 |  |  |  |  | Identify federal programs and regulations.
 |  |  |  |  | Identify state programs.
 |  |  |  |  | Identify municipal programs.
 |  |  |  |  | Determine the influence of the Federal Reserve Board.
 |  |  |  | Interpret world events to determine the impact of international affairs on the financial industry. | Review trade agreements.
 |  |  |  |  | Explain military conflicts.
 |  |  |  |  | Explain economic conditions of other nations.
 |  |  |  |  | Evaluate foreign policy relations.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC06.01 | Safety, Health, and Environmental | #1: Business Essentials | Implement safe and secure environmental controls to enhance productivity. | Acquire knowledge of federal and state regulations to support a safe environment. | Identify applicable regulations.
 |  |  |  |  | Implement procedures for compliance.
 |  |  |  |  | Recognize penalties for noncompliance.
 |  |  |  | Evaluate security issues to minimize loss. | Identify causes of risk.
 |  |  |  |  | Take routine security precautions.
 |  |  |  |  | Apply procedures to handle and report workplace security and safety infractions.
FNC07.01 | Leadership and Teamwork | #1: Business Essentials | Manage resources to achieve company goals. | Exhibit leadership ability to manage staff. | Staff the business operation adequately.
 |  |  |  |  | Implement techniques to motivate staff.
 |  |  |  |  | Resolve employee complaints and grievances.
 |  |  |  |  | Assess employee performance.
 |  |  |  |  | Maintain fiscal control of the business.
 |  |  |  |  | Maximize efficiencies.
 |  |  |  | [NAME] teamwork to improve quality of work. | Employ techniques to build employee morale.
 |  |  |  |  | Participate as a team member.
 |  |  |  |  | Demonstrate interpersonal skills in team working relationships.
 |  |  |  |  | Demonstrate patience and nonjudgmental attitude.
 |  |  |  |  | Encourage cooperation between departments/levels.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC08.01 | Ethics and Legal Responsibilities | #1: Business Essentials | Practice ethical behavior to instill trust and confidence. | Exhibit professional conduct to build trust. | Exhibit respect for others.
 |  |  |  |  | Accept responsibility for actions.
 |  |  |  |  | Demonstrate honesty and integrity.
 |  |  |  |  | Select products to meet customer needs.
 |  |  |  | Interpret industry laws and regulations to assure compliance. | Apply industry regulations to business practices.
 |  |  |  |  | Research specific information regarding laws and regulations.
 |  |  |  |  | Identify major regulations that apply to specific situations.
 |  |  |  |  | Conduct business within regulatory guidelines.
FNC08.02 | Ethics and Legal Responsibilities | #1: Business Essentials | Analyze practices of the finance industry to determine ethics and social responsibilities. | Apply ethical practices and responsibilities to business operations. | Explain the difference between an ethical business practice and a legal responsibility.
 |  |  |  |  | Identify the ethical issues in a given situation.
 |  |  |  |  | Explain alternative strategies to address unethical and illegal actions.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC09.01 | Employability and Career Development | #1: Business Essentials        #3: Business Finance | Develop employability skills to obtain a career in finance. | Identify job requirements and characteristics to secure a position. | Identify personal interests and aptitudes.
 |  |  |  |  | Analyze career information.
 |  |  |  |  | Identify career skills required.
 |  |  |  |  | Identify educational and credential requirements.
 |  |  |  |  | Determine employer expectations.
 |  |  |  | Obtain necessary skills and knowledge to meet position requirements. | Obtain required education.
 |  |  |  |  | Obtain credentials and certifications.
FNC09.02 | Employability and Career Development | #1: Business Essentials        #3: Business Finance | Pursue career development skills to advance in the financial world. | Apply skills to meet or exceed employer expectations. | Demonstrate regular attendance.
 |  |  |  |  | Exhibit pride in work.
 |  |  |  |  | Display initiative.
 |  |  |  |  | Embrace change and flexibility.
 |  |  |  |  | Demonstrate willingness to learn new knowledge and skills.
 |  |  |  | Participate in job-enhancing activities to achieve career success. | Participate in industry’s organizations and associations.
 |  |  |  |  | Participate in civic organizations.
 |  |  |  |  | Participate in corporate events.
 |  |  |  |  | Continue educational training.
FNC09.03 | Employability and Career Development | #1: Business Essentials        #3: Business Finance | Exhibit personal skills needed to succeed in the workplace. | Apply personal skills and talents to enhance work performance. | Demonstrate self-discipline.
 |  |  |  |  | Demonstrate self-worth.
 |  |  |  |  | Demonstrate leadership.
 |  |  |  |  | Demonstrate teamwork.
 |  |  |  |  | Demonstrate integrity.
 |  |  |  |  | Maintain a positive attitude.
 |  |  |  |  | Handle stress in an appropriate manner.
Code | Topic | Course | Knowledge and Skill | Performance Element | Measurement Criteria
FNC10.01 | Technical Skills | #1: Business Essentials        #2: Business Technology Applications                    #3: Business Finance             #4: Accounting | Use computer and electronic skills to perform job functions in the financial industry. | Operate appropriate equipment to perform specific job functions. | Operate calculator correctly.
 |  |  |  |  | Operate computer with related software.
 |  |  |  |  | Operate presentation equipment.
 |  |  |  | Apply fundamental finance concepts to perform professionally. | Demonstrate accounting procedures.
 |  |  |  |  | Demonstrate marketing principles.
 |  |  |  |  | Utilize customer service skills.