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Course | Financial Services


Financial Services gives learners an overview of banks and other financial services companies. The course introduces them to the origins of money and banking and then examines the early history of banking in the United States. Learners move into an in-depth study of the financial services industry and explore the types of companies that make up this industry. They learn about the services offered by such companies and analyze the ways these companies earn profits. This course covers the main concepts behind investing and discriminates among different ways to invest money. Learners examine contemporary issues, including the level of personal saving in the United States, ethics in the financial services industry, and the industry’s effect on communities and families.

Planning Tools
For Learners

PLANNING TOOLS provides a guide to course implementation, including scope and sequence, lesson plans, and the culminating project overview.

FOR LEARNERS: This resource encourages and supports students on their learning journey by providing opportunities to deepen their knowledge, feed their passion, build their Future Ready skills, and deepen their career identity through NAF's "Take Charge of Your Learning" framework of REFLECT, STRETCH, INNOVATE, and SHOWCASE.

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Instructional Units

Unit 1 Getting Started
Unit 2 Banking and Investing
Unit 3 Capital and Financial Markets
Unit 4 Contemporary Banking Issues
Unit 5 Careers in Financial Services

Featured Resources

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Start a stock market Challenge at school with a $100,000 virtual investment

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On-demand webinar series from econedlink

Learn Excel

Video Tutorial Series

Expertise with Microsoft Excel is an essential competency in the financial world. You will also need it for...

Wall Street


Comprehensive resources for teaching students about the stock market

Meet Fred


Managed by the Federal Reserve, FRED provides real-time data which students can use in their research

It Costs What?


An interactive game in which students compare the cost that interest and fees can add to a purchase when using a...

Thanks to our community, industry, postsecondary partners, and professional associations for their continued involvement in promoting future ready learning for NAF's educators and learners.