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CAREER CLUSTERS
Finance, Business Management & Administration
What does a career in Personal Finance look like?
A career in personal finance involves assisting individuals or families in managing their financial well-being. Professionals in this field, such as financial planners, advisors, or analysts, offer guidance on budgeting, investing, tax planning, and retirement strategies. They help clients make informed decisions to achieve their financial goals and secure their financial future. Effective communication, analytical skills, and a deep understanding of financial markets and regulations are essential in this field.
Inside look at the Module:
Students demonstrate the principles of personal finance including managing account balances, reconciliation, credit basics, managing risk and developing a budget for future success.
Project-based activities include:
Activity: Track Those Transactions!
Activity: Ready, Set, Reconcile!
Activity: Calculating Credit
Activity: Insurance Investigation
(Optional) Activity: What's It Worth?
Activity: Narrative Writing & Checkpoint Test
(Optional) Activity: Tax Time!
Activity: A Game of Chance
Activity: Design Brief
Activity: Argumentative Writing, Career Research & Planning and Checkpoint Test
FEATURES
• Whole Class Options
• Distance Learning Options
• Project-Based Learning
• Career Ready Practices
• Reading and Writing in Context
• Customizable Content
Career Pathway:
There are hundreds of related careers in the Finance Career Cluster, some more similar than others. By classifying these similar careers into narrower categories called pathways, it helps individuals look at a range of options when it comes to employment in an area with similar skills and knowledge. Although this system of classifying careers into clusters and pathways is helpful in navigating career options, it is not the only way. This module aligns with all of the pathways within the Finance Career Cluster and will be discussed in greater detail throughout.
These pathways include:
Securities & Investments Pathway
Business Finance Pathway
Accounting Pathway
Insurance Pathway
Banking Services Pathway
Planning Your Career:
By working through this module you will begin your journey towards developing the skills and knowledge to be successfully employed in this pathway. By taking your experience and building on it by applying these skills in different scenarios you will be better prepared to take the next step in your educational path. At the end of this module, you will select two of the related careers and describe how to achieve those opportunities.
These are the careers you will explore in this module:
Financial Managers, Branch or Department
Loan Officers
Accountants
Auditors
Tax Preparers
Insurance Claims Clerks
Insurance Adjusters, Examiners, and Investigators
Claims Adjusters, Examiners, and Investigators
Actuaries
Personal Financial Advisors
Credit Counselors
Risk Management Specialists
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