Standards - Career & Technical Education

Explain the role of government agencies and government-sponsored enterprises in regulating financial markets.

Compare technologies used to perform job functions in the financial industry.

Research, evaluate, and communicate methods of managing staff growth and development to increase productivity and employee satisfaction and retention.

Develop and present a comprehensive business plan that could be presented to stakeholders.

Identify types of operating costs.

Distinguish between fixed and variable costs of operating a business.

Research and share information on the cost of starting a home-based manufacturing business, including raw materials, labor, permits, overhead, and operating expenses.

Calculate personnel costs of doing business.

Calculate costs of various shipping methods for receiving inventory and delivering goods to customers.

Analyze marketing strategies utilized by financial institutions to determine their impact on current and potential customers.

Identify industry-recognized credentials that may be earned in the finance industry for career opportunity and job growth.

Identify methods used by companies to screen prospective employees for job consideration in finance.

Incorporate safety procedures in handling, operating, and maintaining tools and machinery; handling materials; utilizing personal protective equipment; maintaining a safe work area; and handling hazardous materials and forces.

Demonstrate effective workplace and employability skills, including communication, awareness of diversity, positive work ethic, problem-solving, time management, and teamwork.

Explore the range of careers available in the field and investigate their educational requirements, and demonstrate job-seeking skills including resume-writing and interviewing.

Advocate and practice safe, legal, responsible, and ethical use of information and technology tools specific to the industry pathway.

Participate in a Career and Technical Student Organization (CTSO) to increase knowledge and skills and to enhance leadership and teamwork.

Discuss and demonstrate ways to value diversity.

Create a formal, narrative proposal that communicates a specific concept, creates a process, or develops a product related to Finance.

Conduct independent research related to the Finance career pathway project.

Write a detailed report on the chosen career pathway project, following established conventions for format, grammar, and usage.

Produce an original multimedia presentation based upon career pathway project research and results.

Design and create a project portfolio that documents all components of the career pathway project and demonstrates the validity of the process.

Incorporate safety procedures in handling, operating, and maintaining tools and machinery; handling materials; utilizing personal protective equipment; maintaining a safe work area; and handling hazardous materials and forces.

Demonstrate effective workplace and employability skills, including communication, awareness of diversity, positive work ethic, problem-solving, time management, and teamwork.

Explore the range of careers available in the field and investigate their educational requirements, and demonstrate job-seeking skills including resume-writing and interviewing.

Advocate and practice safe, legal, responsible, and ethical use of information and technology tools specific to the industry pathway.

Participate in a Career and Technical Student Organization (CTSO) to increase knowledge and skills and to enhance leadership and teamwork.

Discuss and demonstrate ways to value diversity.

Analyze the risk posed by potential clients in order to make insurance approval/denial decisions and set policy prices.

Explain insurance underwriting techniques and processes.

Explain the importance of actuarial science in the insurance industry.

Determine the best strategy to organize the underwriting process of an insurance claim based on the client’s risk profile.

Develop a compliance program to protect a company’s financial well-being.

Describe the elements of a compliance program.