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SUBSECRETARÍA DE PLANEACIÓN Y EVALUACIÓN DE POLÍ TICAS EDUCATIVAS Dirección General de Acreditación, Incorporación y Revalidación April, 2013 “The Asia-Pacific Academic Credit and Qualifications Bank: A proposal to sustain and enhance human capital mobility” Delivering on digital student data portability. by Guillermo Pablo Lopez Andrade, General Director for Accreditation, Validation and Recognition of Studies Mexican Ministry of Education
Transcript
Page 1: “The Asia-Pacific Academic Credit and Qualifications Bank: A proposal … Asia-Pacific... · 2017. 9. 7. · A proposal to sustain and enhance human capital mobility • The Mexican

SUBSECRETARÍA DE PLANEACIÓN Y EVALUACIÓN DE POLÍTICAS EDUCATIVAS

Dirección General de Acreditación, Incorporación y Revalidación April, 2013

“The Asia-Pacific Academic Credit and

Qualifications Bank: A proposal to sustain

and enhance human capital mobility”

Delivering on digital student data portability.

by

Guillermo Pablo Lopez Andrade, General Director for Accreditation, Validation and Recognition of Studies

Mexican Ministry of Education

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TABLE OF CONTENTS

1

2

3

4

• Introduction

Banking History, Functions and Lessons from Financial Banking

• The Asia-Pacific Academic Credit and Qualifications Bank:

A proposal to sustain and enhance human capital mobility

• The Mexican Academic Credit and RPL Bank: A pilot project: 1,200 beneficiaries so far.

• The Mexican Students Data Depositary

RODAC (Official Registry of Academic Documents)

1/45

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• The idea of banks might be

traced to the year 1800 B.C.

Babylonian temples had a

relevant role in the economy in

terms of performing financial and

monetary transactions.

INTRODUCTION

History of Banking

2/45

Buddhist monasteries of the

fifth century had a similar role

in China, whether lending

money or safekeeping money

and goods.

1

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INTRODUCTION

3/45

CHINA Tang dynasty (618AD –907 AD)

• “When the limited number of copper coins

could no longer meet the growing volume of

trade, iron currency briefly went into

circulation. With increasing commerce,

various paper credit instruments were also

developed, the best-known being drafts for

transmitting funds called feiqian (“flying

money”).

• Somewhat later the private assay shops in

Sichuan began to issue certificates of deposit

to merchants who had left valuables at the

shops for safekeeping. These instruments,

which began to circulate, were the direct

ancestors of the paper money that emerged

in the early 11th century.” (1)

The first bank note

“Flying Money”

1

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INTRODUCTION

4/45

VENICE Credit for Money “It was presently found that a credit

for money deposited in the

Chamber was quite equivalent to so much cash in hand; and the

custom was introduced of effecting

payments by the transfer of these

credits from the account of the

payer to that of the receiver. In this way the trouble of counting large

sums of coin, and of transporting it

from one part of the city to another, was wholly avoided.” (Hildreth,

2001). (2)

“Imaginary Money”

The Banker and His Wife (XVIth c)Marinus van Reymerswaele (c.1490–c.1546)Musée des Beaux-

Arts (Valenciennes)

1

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BANK:

• An organization that

provides various financial

services, for example

keeping or lending money.

• A place where something

is stored ready for use.

Oxford Advanced Learner's Dictionary (3).

INTRODUCTION

What is a Bank?

BANK:

An organization where

people and businesses

can invest or borrow

money, change it to

foreign money, etc., or a

building where these

services are offered. Cambridge Dictionary (4).

FINANCIAL DEFINITION

NON FINANCIAL DEFINITION

1 5/45

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INTRODUCTION

6/45

What kind of

Banks exist?

COMMERCIAL

“Provides a full suite of

conventional personal

banking services and

products to retail

customers in Qatar,

including current and

deposit accounts,

wealth management,

mortgage lending,

personal

loans, vehicle loans,

credit cards and other

card services (5).

FINANCIAL

“UBS provides

securities products

and research in

equities, fixed income,

rates, foreign

exchange and metals.

It also provides

advisory services as

well as access to the

world's capital markets” (6).

Retail Services Investment Services

DEVELOPMENT

“The World Bank is a

vital source of

financial and

technical assistance

to developing

countries around the

world.”

“We comprise two

institutions”: the

International Bank for

Reconstruction and

Development (IBRD)

and the International

Development

Association (IDA). (7)

Development Services

CENTRAL

“The Federal Reserve

System is the central

bank of the United

States. It was founded

by Congress in 1913 to

provide the nation

with a safer, more

flexible, and more

stable monetary and

financial system.” (8)

Regulatory Services

1

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INTRODUCTION

Other Banks

BLOOD BANK

“Our mission is to

provide cord blood

units of high safety

and quality, through

the practice of

internationally

accredited

techniques of

collection, processing,

and banking, in order

to support cord blood

transplantation in

Singapore and around

the world.” (9)

FOOD BANK

“Foodbank is a non-

denominational, non-

profit organisation

which acts as a pantry

to the charities and

community

groups who feed the

hungry… Foodbank is

a conduit between the

food industry’s surplus

food and the welfare

sector’s need.” (10)

Blood Collection Welfare

KNOWLEDGE BANK

“Sharing knowledge enables the World Bank to

respond faster to client needs, deliver a quality

product, encourage innovation, and continually

introduce new services to its clients.”

“The benefits of knowledge sharing include:

Speed — responding faster to client

needs;Quality — delivering to clients the experiences of development experts and

practitioners all over the world, and adapting

them to local conditions; and Innovation — not

only improving our current work, but also

introducing new products and services, and

testing innovative ideas” (11)

Knowledge

1 7/45

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INTRODUCTION

8/45

BANKING

FUNCTIONS

PRIMARY

FUNCTIONS SECONDARY

FUNCTIONS

ACCEPTING

DEPOSITS

GRANTING

LOANS AND

ADVANCES

AGENCY

FUNCTIONS

UTILITY

FUNCTIONS

• Savings Deposit • Fixed Deposits

• Current Deposit

• Recurring

Deposit

• Processing deposits

• Cash Credit • Bank Overdraft

• Loans

• Discounting Bills

• Funds Transfer • Cheques

Collection • Periodic • Payments

/Collection • Portfolio

Management

• Research • Other functions • Regulatory

services

• Issue of Drafts, Letter of Credits, etc.

• Underwriting of Shares

• Dealing in Foreign

Exchange • Project Reports • Social Welfare

Programmes • Other Utility

Function • Advisory services

Bank Functions

1

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9/45

INTRODUCTION

Banking Implications

In the end, banking is about:

NETWORKING & MOBILITY

1

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INTRODUCTION

Lessons from the Financial Banking Experience

(To be considered in the educational sphere)

SYMBOLISM

FLYING

MONEY

FLYING

DIPLOMAS

SAFETY & SECRECY

Banking

Secrecy

Students

Data

Protection

E-MONEY E-DIPLOMAS

Electronic

Transfer

Students

Data

Portability

Online Banking

MOBILITY

SAFE DEPOSIT

SAFE TRANSACTIONS

SECURITY & TRUST

AUTHENTIC

MONEY

AUTHENTIC

DIPLOMAS

Apostille Online

Verification

Verification

Consent https

Data Protection

AUTHENTICITY

TRUST

1

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INTRODUCTION

Lessons from the Financial Banking Experience

(To be considered in the educational sphere)

STABILITY

Standards &

Regulations

Best

Practices

EXCHANGE

Currency

Exchange Recognition of Qualifications

What to do? How to do

it?

International

agreements

Information

exchange

Common Practices

COOPERATION TRANSPARENCY

CONFLICTS

CONTROVERSIES

RESOLUTION

How to solve

differences?

How to

prevent

conflicts?

Equity & Justice

Quality Diploma

Supplement

Internationalisation

ARBITRATION & MEDIATION

ALTERNATIVES

Money Transcripts &

Diplomas

1

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INTRODUCTION

Lessons from the Financial Banking Experience

(To be considered in the educational sphere)

SAVE AND ACHIEVE YOUR DREAMS

Save Money Save Academic Credits

What to do How to do it

To buy a

house.

To buy a

car or pay a

vacation.

LIFE LONG LEARNING

To be prepared for the

future.

To obtain a

qualification. To get a job.

1

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So let´s learn from financial banking experiences

and let´s be prepared to create specialized

educational banks in order to:

• Facilitate the safe deposit of academic credits and

qualifications.

• Facilitate the secure national and international transfer of

academic credits.

• Facilitate and simplify the recognition of foreign academic qualifications and credentials.

National, Regional or Global Academic Credit &

Qualifications Banks?

AN APEC BANK? 13/4

5

An

Asi

a P

ac

ific

Ba

nk

to

en

ha

nc

e e

co

no

mic

gro

wth

?

2

The Asia-Pacific

Academic Credit and Qualifications Bank

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2

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BACKGROUND

•P

rom

otin

g C

ross

Bo

rde

r Ed

uc

atio

n.

Fa

cili

tatio

n o

f e

xc

ha

ng

e in

e

du

ca

tio

n s

erv

ice

s.

LOGIC MODEL FOR MEETING FUTURE CHALLENGES THROUGH EDUCATIONAL RESPONSES

WORKPLAN 2013

Key Activities

of HRDWG

The

Asi

a-P

ac

ific

Ac

ad

em

ic C

red

it a

nd

Qu

alific

atio

ns

Ba

nk

15/45 2

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1

2

4

16/45

MAIN OBSTACLES to promote cross

border education and exchange

in education services.

• APOSTILLE / LEGALIZATION In some economies the “apostille” or a legalization process is

necessary to recognize partially or totally certificates, diplomas and degrees obtained abroad.

• FRAUD Trust has been affected due to the growing number of false

academic credentials that circulate in the region (Also false “apostille”).

• DIPLOMA MILLS

There is a growing number of diploma mills (also accreditation

mills).

2

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1

2

4

17/45

MAIN OBSTACLES to promote cross

border education and exchange

in education services.

• DIVERSITY Different educational systems involve different educational levels (difficult to be compared).

• QUALITY It is difficult to compare quality among different educational

systems and national quality frameworks.

• LIFELONG LEARNING Individuals find difficult to have knowledge (learning) recognized

and to accumulate it or transfer it, especially when they cross

borders from one economy to another.

2

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18/45

LOGIC MODEL

AUTHENTICITY

CONVERTIBILITY

CREDIBILITY

TRANSFERIBILITY

ICT Information and

Communication

Technologies TRANSPARENCY

APEC

QUALIFICATIONS

FRAMEWORK (Levels & Academic Credit

System of reference)

DIGITAL STUDENTS

DATA PORTABILITY

Systems to verify

authenticity and to

obtain further

information.

SECURITY

T

R

U

S

T

E

X

C

H

A

N

G

E

R

A

T

E

L

E

S

S

B

U

R

E

A

U

C

R

A

C

Y

BANK To save, exchange

and transfer

individual

knowledge

(learning)

L

I

F

E

L

O

N

G

L

E

A

R

N

I

N

G

AN INDIVIDUAL CENTERED STRATEGY

The

Asi

a-P

ac

ific

Ac

ad

em

ic C

red

it a

nd

Qu

alific

atio

ns

Ba

nk

2

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19/45

EXPERIENCES TO LEARN FROM

DIGITAL STUDENTS DATA PORTABILITY

2

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20/45

ACADEMIC CREDIT BANK SYSTEM (ACBS-KOREA)

http://eng.nile.or.kr

National Institute of Lilelong Learning

The Academic Credit Bank System (ACBS) is an

educational system which recognizes diverse types of

learning experiences acquired not only in school but

also outside of schools.

• It allows people with various educational

backgrounds to obtain a higher education degree

at the bachelor or associate degree level.

EXPERIENCES TO LEARN FROM

2

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21/45

LIFELONG LEARNING ACCOUNT SYSTEM http://eng.nile.or.kr

National Institute of Lilelong Learning

• Lifelong Learning Account system which is one of the

essential national tasks can

manage the individual

learning history and results and connect the certificate

course in the information

system.

• Also, it provides the

opportunities to participate in the learning program for the

neglected class so that it can

activate the lifelong

education of the people.

EXPERIENCES TO LEARN FROM

2

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The Asia-Pacific

Academic Credit and Qualifications Bank

STATUS: So far only a proposal.

• Paper published on Nov,

2012.

• APEC HRDWG Work-Plan

2013: The Mexican Economy

proposed to include it as a

project to be explored

between 2013 and 2014.

• Mexico would possibly need

to prepared a concept note,

gain support from 5

economies and submit the

project in order to receive

funds to organize related

seminars and actions.

22/45 2

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3

“Open your account, accumulate learning

and obtain an official

qualification”

TESTING & ACCUMULATING EXPERIENCE

The Mexican Academic Credit and *RPL Bank

*Recognition of Prior Learning

23/45

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3

• A Lifelong Learning

Strategy.

• An alternative to re-

introduce to the educational system

those people that

are not in

employment,

education or training (NEET).

• A model to facilitate students

mobility.

The Mexican Academic Credit and *RPL Bank

*Recognition of Prior Learning

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3

• Certificate.

• Diploma.

• Degree.

QUALIFICATION IDENTIFICATION OF

ACADEMIC CREDITS

• Analysis, verification

& validation of full

and partial

transcripts,

certificates &

diplomas= Number,

level and nature of

accumulated

credits.

APPLICATION

• ID & personal data.

• Detailed CV with

evidence.

• Desired

qualification.

FURTHER RPL ASSESSMENT

Advice is provided to the

“student” to prepare and

take specific exams in

order to gain and

accumulate the necessary

remaining credits to obtain

the desired qualification.

FURTHER STUDY

Advice is provided to the

“student” to further study

specific subjects in order to

gain and accumulate the

necessary remaining

credits to obtain the

desired qualification.

HOW DOES IT WORK?

DATA PORTABILITY

The Mexican Academic Credit and *RPL Bank

*Recognition of Prior Learning

25/4

5

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3

• A Qualifications Framework (National or

Regional).

• An academic credit system (rules for

gaining, accumulating & transfer

academic credits).

• An academic credit & qualifications bank.

The Mexican Students Data Depositary

(RODAC):

WHAT IS REQUIRED?

The Mexican Academic Credit and *RPL Bank

*Recognition of Prior Learning

26/4

5

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• The Mexican Students Data Depositary

RODAC (Official Registry of Academic Documents)

www.rodac.sep.gob.mx 28/4

5

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4

General Law of Education (DOF. January 28, 2011)

Ministry of Education Responsibilities

Art. 12.-

X.-Regulate, coordinate and operate a national

registry of students, teachers, institutions and

schools, a national registry of issuance, validation

and registration of academic documents and

establish a National Education Information System;

29/4

5

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RODAC Mission

1. TO SIMPLIFY (LESS BUROCRACY)

-Electronic verification.

-Students data portability.

2. TO FIGHT FALSIFICATION

-Online verification.

-Detection of false documents and

legal prosecution.

3. TO OVERCOME DISASTERS 4. TO SUPPORT MIGRANTS

To stop suffering of those migrants

that want to return to the school,

whether they are in Mexico or

abroad.

In cases of natural or human

caused disasters, it is required to

help the victims to have replaced

their lost academic documents. 30/4

5

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RODAC Mission

6. NATIONAL SECURITY

• Criminal research.

• Justice administration.

5. INTERNATIONALIZATION

To facilitate international

mobility.

32

7. DATA PROTECTION

• Students data protection and

fair use.

• Individual approval to data

publicity or confidentiality

treatment (under authorization).

31/4

5

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4 Ideal information

GENERAL DATA AND KEY PROFILE

WHO ISSUES THE

ACADEMIC DOCUMENT?

INFORMATION OF THE STUDIES THAT

THE DOCUMENT COVERS

• CURP (National ID

number).

• Student Name and Surname.

• Gender.

• Birth Date and Birth Place.

•Nationality.

ACADEMIC INFO

Main Information

•Academic Institution. •Date and place.

•Name, title and signature of the authority that signs the document.

•Folio / Number. •Education Level.

•Educational Service.

•Subjects. •Academic results. •Qualification.

•Membership and / or institutional accreditation.

•Does the University participates in national exit exams.

•Learning outcomes.

•Quality assurance.

•Diploma Supplement.

• Academic Credit Bank.

Data Analysis

DATA GROUP

SPEC

IFIC

DA

TA

IDENTITY TRANSPARENCY

33 32/4

5

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Information available in the Database (Public & Private

Institutions) -RODAC-

February, 2013

Academic Documents

Records (RODAC Main

Registries)

Other RODAC related registries

Elementary Education 37’297,388

Secondary Education 1’543,397

Higher Education 27,731

7´949,238 Profesional licences based in a secondary or

tertiary education degrees issued in Mexico or abroad (6,964 foreign degrees)

Revalidations and

Equivalences 50,185

Job Skills Certificates 169,096 31,317

(Certificates of Foreing Language)

SUBTOTAL 39 0́87,797 7´980,555

TOTAL: 47 0́68,352 Documents Public & Confidential upon authorisation of the data owner 4

Current State of Affairs

33/4

5

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4

259,315 252,868 263,875 248,528

306,290

358,014

313,665

380,365 416,447

474,721

539,211

487,672

595,437

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Professional Licenses -Regulated & Non Regulated Professions-

1957-2013

National Public Registry of

Licensed Professionals

7.9 million public records

34/4

5

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4

RODAC Acceptance

2,945

10,001 10,055

24,181

3,824

-

5,000

10,000

15,000

20,000

25,000

30,000

2009 2010 2011 2012 2013

RODAC Verification Services

(Applications/ Requested Verification):

Credentials Assessment / Authenticity

35/4

5

Tota

l:

51

,00

6

6% 20% 20% 47%

7%

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4

RODAC Acceptance

3 535

1,645 2,564 21 2,826

8,804 7,745

10,833

8

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2009 2010 2011 2012 2013

RODAC

Completed Verification by type of process

(34,984)

30,216 Traditional

verification: 86% 4,768 by RODAC:

14%

1 to 18 months. 1 to 5 minutes. 36/4

5

99%

1%

94%

6%

82%

18%

81%

19% 72%

28%

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4

RODAC Services

38/4

5

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RODAC Services

39/4

5

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RODAC Services

40/4

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Uncertain Status indicating that there is insufficient evidence to dictaminate that the

document is authentic, so unless proven otherwise, this is a document that does

not meet the characteristics of authenticity, needed for an administrative

procedure.

4

RODAC Registry Reliability Levels

41/4

5

In Process of Validation During the validation of the document, is recommended to suspend the

proceedings (if any), until more information is obtained regarding its authenticity,

unless the regulation allows to continue providing the service (ex. Incoming

students).

Full Authenticity Status indicating that there is sufficient evidence providing full certainty about the

authenticity of the document.

Relative Authenticity Documents that might be consider authentic, unless there is something that

proves otherwise (ex. old academic documents).

Supossedly Apocryphal It's when we have all the necessary elements to conclude that the document is

not genuine and that it can not be considered as an official document.

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4

CONCLUSIONS

• Certainly, the task of constructing an Asia Pacific Academic Credit and

Qualifications Bank might seen impossible at first glance, but if we

consider that in the end there are several actors, agencies, instruments

and mechanisms already in place that only need coordination and

articulation, the task might look more feasible.

• Mexico is still in the first stages of building a national comprehensive

and in full operation students clearing house, but its use is more

common, more registries are integrated every day and international

practices are frequently analized and adopted.

• Creating national student data depositories, students clearing houses

and academic credit and qualifications banks, is not only about

efficiency, technology and security, it is also about changing

educational concepts and innovating for a better future, offering the

individuals as many alternatives as possible to access and continue

education, and to create a healthy circle of long life learning.

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Page 44: “The Asia-Pacific Academic Credit and Qualifications Bank: A proposal … Asia-Pacific... · 2017. 9. 7. · A proposal to sustain and enhance human capital mobility • The Mexican

Mtro. Guillermo Pablo López Andrade Director General /General Director

+(52) 55 36013101

[email protected]

THANK YOU¡

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Page 45: “The Asia-Pacific Academic Credit and Qualifications Bank: A proposal … Asia-Pacific... · 2017. 9. 7. · A proposal to sustain and enhance human capital mobility • The Mexican

BIBLIOGRAPHY

(1) Encyclopedia Britanica. http://www.britannica.com/EBchecked/topic/111803/China/71698/The-Shiguo-Ten-Kingdoms#ref590069

(2) Hildreth, Richard (2001). “The History of Banks: To which Is Added, a Demonstration of the Advantages and Necessity of Free Competition In the Business of Banking”. 78 pp. Batoche Books. Kitchener. Retrieved from: http://socserv.mcmaster.ca/econ/ugcm/3ll3/hildreth/bank.pdf

(3) Oxford Advanced Learner's Dictionary. http://oald8.oxfordlearnersdictionaries.com/dictionary/BANK

(4) Cambridge Dictionary http://dictionary.cambridge.org/dictionary/british/bank_1?q=bank

(5) Commercial Bank. Qatar. http://www.cbq.qa/EN/AboutUs/Pages/Who-we-are.aspx

(6) UBS http://www.ubs.com

(7) The World Bank http://web.worldbank.org/WBSITE/EXTERNAL/EXTABOUTUS/0,,contentMDK:20103838~menuPK:1696997~pagePK:51123

644~piPK:329829~theSitePK:29708,00.html

(8) The Federal Reserve http://www.federalreserve.gov/aboutthefed/mission.htm

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