LIBF CeFS / DipFS Financial Studies Unit 4 (SFSS) Homework / Assessment Booklet + Answer Booklet This assessment Booklet, which comes complete with separate answer booklet, provides an ideal framework for assessing students’ knowledge on all topics within Unit 4. It contains a mixture of multiple choice and extended writing questions to effectively prepare students for both Part A and Part B exams. Success criteria for extended writing questions has been shared to ensure that students become familiar with common question stems and response expectations. Questions have been taken directly from LIBF specimen papers and have been painstakingly organised into each of the 9 topics. Students can therefore be assured that they are only being assessed on questions that are similar to the type that they will face in their actual external examinations. As a successful and experienced teacher of LIBF Financial Studies I have found that using these resources has enabled students to become familiar with the type of questions that will be asked of them within the external examinations. This has boosted exam performance and significantly increased grades as a result. (Note: similar resources available for Units 1, 2 and 3. Also available as a cost-saving whole package.) Save yourself a significant amount of planning and put your students on the path to success! Total marks for each topic can be seen below: Topic 1: The financial system – out of 8 Topic 2: Competition in the financial services sector – out of 10 Topic 3: Sustainability in the financial services sector – out of 6 Topic 4: The impact of the media on the sustainability of the financial services industry – out of 8 Topic 5: External influences on financial services providers and their products – out of 15 Topic 6: The impact of change and uncertainty on financial products – out of 15 Topic 7: Marketing materials and their effectiveness – out of 8 Topic 8: Attracting, retaining and satisfying customers – out of 10 Topic 9: Market segmentation and product development and Topic 10: Case Studies – out of 40

LIBF CeFS / DipFS Financial Studies Unit 3 (SIF) Homework / Assessment Booklet + Answer Booklet This assessment Booklet, which comes complete with separate answer booklet, provides an ideal framework for assessing students’ knowledge on all topics within Unit 3. It contains a mixture of multiple choice and extended writing questions to effectively prepare students for both Part A and Part B exams. Success criteria for extended writing questions has been shared to ensure that students become familiar with common question stems and response expectations. Questions have been taken directly from LIBF specimen papers and have been painstakingly organised into each of the 7 topics. Students can therefore be assured that they are only being assessed on questions that are similar to the type that they will face in their actual external examinations. As a successful and experienced teacher of LIBF Financial Studies I have found that using these resources has enabled students to become familiar with the type of questions that will be asked of them within the external examinations. This has boosted exam performance and significantly increased grades as a result. (Note: similar resources available for Units 1, 2 and 4. Also available as a cost-saving whole package.) Save yourself a significant amount of planning and put your students on the path to success! Total marks for each topic can be seen below: Topic 1: Personal financial sustainability – out of 15 Topic 2: How the state can help – out of 14 Topic 3: The impact of external factors – out of 15 Topic 4: Monitoring and adapting personal financial plans – out of 13 Topic 5: Good debt, bad debt – out of 15 Topic 6: The impact of global events and ethics – out of 25 Topic 7: The Impact of Recent Changes – out of 23

BUSINESS EXTERNAL INFLUENCES KO SHEET + KO TESTS 2-page revision document consisting of key terms and business content from the 'External Influences unit: • Business competitors • Economic conditions • Environmental constraints BONUS CONTENT- Includes 3x Knowledge Organiser Tests to assess students’ learning. Can be used for any business, finance, economics, or enterprise course. Please leave a positive review and check out my other resources.

EXCHANGE RATES - COMPLETE LESSON Complete lesson in easy-to-understand format. Includes: Gap fill activity Real-life examples 2x links to currency quiz starter activities Please leave a positive review and have a look at my other resources.

UNEMPLOYMENT - COMPLETE LESSON AND WORKSHEET Contains: Starter Activity Definition Formula Types of Unemployment Problems caused by unemployment Government strategies for tackling unemployment A number of PAST PAPER QUESTIONS to assess understanding. Please leave a positive review and have a look at my other resources.

An off-the-shelf lesson + worksheet on ‘INFLATION’ covering: • Definition • Gap fill activity • Past Paper Question practice (together with answers) • BONUS CONTENT: WHY IS INFLATION BAD?, WHAT CAN CAUSE INFLATION?, GOVERNMENT STRATEGIES FOR TACKLING INFLATION. Please leave a positive review and check out my other resources.

COMPLETE DIFFERENTIATED LESSON: Training (INC. LESSON PLAN, PPT, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Lesson plan • Starter activity • Differentiated Literacy Activity • 22-slide Ppt presentation including Key Words, Challenge questions/Extension activities for most able learners, Past Paper Question to assess progress/understanding (together with mark scheme) • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • To explain why companies choose to spend/not to spend money on training • To analyse benefits and drawbacks of different training methods • What does a company’s decision to spend money on training depend on? • BONUS CONTENT: Justification of which method of training (ON/OFF) would be best in certain situations. Please leave a positive review and check out my other resources.

COMPLETE BUSINESS LESSON: Motivation Methods (non-Monetary) (inc. PPT, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Starter activity • 45-slide Ppt presentation including Key Words, Past Paper Questions to assess progress/understanding (together with mark scheme), opportunity for students to create a role play • Differentiated worksheets • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • Appraisal • Benefits of a Motivated Workforce • Motivation methods: Fear, Job Enrichment, Job Enlargement, etc. • BONUS CONTENT: Maslow’s Hierarchy of Needs • BONUS CONTENT: Leadership Styles Please leave a positive review and check out my other resources.

COMPLETE LESSON: Pay Methods/Remuneration (INC. PPT, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Choice of starter activities • 28-slide Ppt presentation including Key Words, Challenge questions/Extension activities for most able learners, Past Paper Questions to assess progress/understanding (together with mark scheme) • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • Whether students think the rate of pay different jobs get is fair • Recognise different methods of employee remuneration. • Why do we get paid? • Calculating pay • BONUS CONTENT: activity designed to get students thinking about which emotion is stronger (i.e. whether fear or praise would motivate them more). Please leave a positive review and check out my other resources.

COMPLETE DIFFERENTIATED LESSON: Communication Methods (INC PPT, LITERACY EXERCISE, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Fully differentiated resources (High, Medium, Low) • Lesson Plan • Starter activity • Classroom guidelines • 27-slide Ppt presentation including Learning Objectives, Challenge questions/Extension activities for most able learners, Past Paper Questions to assess progress/understanding (together with mark scheme), Learning Objective Review • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • Methods of communication • Internal vs. External classification • Advantages and disadvantages of methods of communication. • Independent and Paired work opportunities • BONUS CONTENT: link to a suitable clip on ‘Video Conferencing’ Please leave a positive review and check out my other resources.

**FULL BUSINESS LESSON: Organisational Charts/Structures (PPT, ASSESSMENT, DIRT SHEET) ** Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Starter activity • 13-slide Ppt presentation including Key Words, Challenge questions/Extension activities for most able learners, Past Paper Questions to assess progress/understanding, together with mark scheme • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • Span of Control, Chain of Command, Delegation • Flat and Tall structures • Knowledge Test (with extension question) Please leave a positive review and check out my other resources.

FULL BUSINESS LESSON: Role of Human Resources - HR (PPT, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Starter activity (matching activity) • 13-slide Ppt presentation including Learning Objective, Plenary • Short Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • The role of the human resources department • Key functions/departments in businesses • Links between functions • What Members of Staff make up the hr team? • Activities of hr Department? • BONUS CONTENT: How can we measure the success of HR? Please leave a positive review and check out my other resources.

FULL LESSON: Market Research Methods (PPT, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Starter activity • 20-slide Ppt presentation including Key Words, Challenge questions/Extension activities for most able learners • Opportunity to include a cereal ‘taste test’ in lesson • Links to specific pages within the OCR GCSE (9-1) Business Textbook to enable students to do independent work (note: this is optional and not required) • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • Primary Market Research types including Taste Tests, Focus Groups, and Questionnaires • Secondary Market Research types including Census Data, Websites, and Newspapers • Advantages and Disadvantages of different Market Research types • Factors affecting choice of market research method • Types of Data - Quantitative and Qualitative • BONUS CONTENT: ‘Can you spot the logo’ activity Please leave a positive review and check out my other resources.

FULL LESSON: Business Growth and Integration (including PPT, ACTIVITY SHEET, ASSESSMENT, DIRT SHEET) Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Starter activity • 42-slide Ppt presentation including Key Words, Challenge questions/Extension activities for most able learners, Past Paper Questions to assess progress/understanding, together with mark scheme • Student Worksheet • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • The reasons why businesses might want to join together (integrate) • How businesses actually grow (Internal/Organic vs. External growth) • Forwards vs. Backwards vs. Horizontal Integration • Diversification • Mergers vs. Takeovers • Advantages and Disadvantages of Merging/Integrating with other organisations • BONUS CONTENT: Examples of Mergers Please leave a positive review and check out my other resources.

BUSINESS: Stakeholders (FULL LESSON, ASSESSMENT, DIRT SHEET) Full lesson PowerPoint, Assessment and DIRT Sheet. Ideal for GCSE, BTEC, Tec Award, and NCFE Business courses including OCR, AQA, EDEXCEL, WJEC. Also suitable for Citizenship and PSHE lessons. Complete lesson including: • Starter activity • 25-slide Ppt presentation including Key Words, Challenge questions/Extension activities for most able learners, Past Paper Questions to assess progress/understanding, together with mark scheme • Opportunity for student role play • Student Assessment • DIRT sheet to enable students to reflect on their assessment. An off-the-shelf outstanding lesson covering: • Definition of ‘Stakeholders’ • Interests of different stakeholders • Relative power of different stakeholders • The benefits to the business of listening to various stakeholders • The potential for conflict between various stakeholders • BONUS CONTENT: Pressure Groups Please leave a positive review and check out my other resources.

Profit and Loss Statement / Statement of Comprehensive Income 16+ Complete differentiated lesson including: •15-slide PowerPoint complete with animations •Higher, Middle, and Lower ability Progress Clouds •Challenge questions for most able learners •Past Paper Questions to assess progress/understanding Ideal for A-level and BTEC Business and Accounting courses. An off-the-shelf outstanding lesson covering: Introduction to profit calculations Definition of ‘Profit and Loss Statement / Statement of Comprehensive Income’ Formulas Specific calculation of ‘cost of sales/cost of goods sold’ taking into account opening and closing inventory Depreciation of assets Methods of improving profit 2x Past paper questions Please leave a positive review and check out my other resources.

Profit and Loss Statement / Statement of Comprehensive Income Complete differentiated lesson including: 15-slide PowerPoint complete with animations Higher, Middle, and Lower ability Progress Clouds Challenge questions for most able learners Past Paper Question to assess progress/understanding Ideal for GCSE and BTEC Business and Accounting courses. An off-the-shelf outstanding lesson covering: •Introduction to profit calculations •Definition of ‘Profit and Loss Statement / Statement of Comprehensive Income’ •Formulas •Methods of improving profit •2x Past paper questions Please leave a positive review and check out my other resources.

Business Operations KO Sheet + KO Tests 3-page revision document consisting of key terms and business content from the 'Business Operations’ unit: 4.1 Methods of production and increasing the efficiency of production 4.2 Quality 4.3 Customer Service 4.4 E-commerce 4.5 Location BONUS CONTENT- Includes 3x Knowledge Organiser Tests to assess students’ learning. Can be used for any business, finance, economics, or enterprise course. Please leave a positive review and check out my other resources.

MARKETING KO SHEET + KO TESTS 3-page revision document consisting of key terms and business content from the 'Marketing’ unit: Market Research Methods Market Segmentation Marketing Mix BONUS CONTENT- Includes 3x Knowledge Organiser Tests to assess students’ learning. Can be used for any business, finance, economics, or enterprise course. Please leave a positive review and check out my other resources.

HUMAN RESOURCES KO SHEET + KO TESTS 3-page revision document consisting of key terms and business content from the 'Human Resources’ unit: Functional Areas of Business Internal Organisation of Business Methods of Communication Recruitment Employee Remuneration Training Employment Laws BONUS CONTENT- Includes 5x Knowledge Organiser Tests to assess students’ learning. Can be used for any business, finance, economics, or enterprise course. Please leave a positive review and check out my other resources.