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Finance and You

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Teaching Unit - Financial Services

For our coursework for Financial Services we had two teachers teaching this unit – 8 periods per week.  During our lessons we searched the Internet for different banks and what they provided for us, used the library to research and had discussion groups to sort out our ideas.

We also carried out practical work by visiting different high street banks to get information and speak to employees on various banking issues.  We also used our mentors from Lloyd’s of London, The Bank of America and Clifford Chance who assisted us with various aspects of our coursework.

Physical Resources

There were many physical resources that we used.

  • We used digital still cameras to capture all the moments that we spent trying to achieve our presentation.
  • We used the camcorder to film our presentation, which included practising at Merrill Lynch.  There we were given feedback by Bradley Styles and Rochelle Lonsdale, two of their employees, on how to improve our presentation.
  • We used the software package PowerPoint for our presentation, because it has clear, effective formats, design different templates and gives a graphical display.
  • A projector and laptop was used for our presentation, which worked tremendously well and gave us confidence in using all our equipment.
Business Resources

We had used a considerable amount of business resources.

With the help of Ruth Sullivan from NatWest, who arranges ‘the face-to-face’ scheme, who visited our sixth form, we learnt about different banking methods.  This helped us both with the coursework and our FSA presentation. 

Merrill Lynch and our mentor workplaces was a great inspiration to us.  What we have found out is that this topic could be quite difficult and unexciting without the aid of the real business world.

The City Learning Centre (CLC) helped us with the use of media technology for all areas of our presentation i.e. adding in video clips, music, arranging all the slides.

Financial Services Authority (FSA)

We first went to the FSA in October 2003.  This was for a ‘mini-conference’ about how young people manage their finances and also how important it is for them to know the banking services available for them.

Sarah and Ansu, who are graduate employees from FSA, visited us in our sixth form.  They made us aware of the work that the FSA does and also how it operates.

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