Financial Services

Financial Services Pathway Description

This pathway prepares individuals to perform a wide variety of customer services in banks, insurance agencies, savings and loan companies, and related enterprises. Includes instruction in communications and public relations skills; business equipment operation; and technical skills applicable to the methods and operations of specific financial or insurance services.

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Pathway Progression

Course Descriptions

Business and Marketing Essentials

Business and Marketing Essentials is an introductory business and marketing course which enables students to acquire a realistic understanding of business processes and activities. Students examine fundamental economic concepts, the business environment, and primary business activities. They develop an understanding of and skills in such areas as customer relations, economics, emotional intelligence, financial analysis, human resources management, information management, marketing, operations, professional development, and strategic management. Throughout the course, students are presented ethical dilemmas and problem-solving situations for which they must apply academic and critical-thinking skills.

Accounting and Finance Foundations

This course will provide an introduction to both areas of accounting and finance. Topics will include banking, credit, financial literacy, career exploration, spreadsheet usage, and technical writing. The major focus of the course is on the accounting cycle and the communication of financial information to decision-makers. The accounting principles taught in this course are based on a double-entry system and include preparing bank reconciliations, payroll taxes, and financial statements. Detailed career exploration in the various fields of accounting will be available.

Financial Services I

This course is designed for students interested in pursuing a career in the financial institution field. It involves operations of a student financial center in cooperation with a sponsoring bank, which provides application of banking and financial procedures and concepts.

Financial Services II

Financial Services II is a continuation of Financial Services I providing opportunities to enhance the student’s employment portfolio. Students continue to learn and practice financial activities associated with the operation of a bank and other finance-related institutions in addition to assuming management and supervisory responsibilities, including training “new employees”. Students will participate in a work-based learning experience.