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Finance: Financial and Investment Planning
Career Pathway Plan of Study for ►Learners ►Parents ►Counselors ►Teachers/Faculty
This Career Pathway Plan of Study (based on the Financial and Investment Planning Pathway of the Finance [NAME]) can serve as a guide, along with other career planning materials, as learners continue on a career path. Courses listed within this plan are only recommended coursework and should be individualized to meet each learner’s educational and career goals. *This Plan of Study, used for learners at an educational institution, should be customized with course titles and appropriate high school graduation requirements as well as college entrance requirements.
EDUCATION | LEVELS | GRADE | English/                 Language Arts | Math | Science | Social Studies/ Sciences | Other Required Courses Other Electives Recommended Electives Learner Activities | *Career and Technical Courses                    and/or Degree Major Courses for        Financial and Investment Planning Pathway | SAMPLE                               Occupations Relating                               to This Pathway
 |  | Interest Inventory Administered and Plan of Study Initiated for all Learners
[NAME] |  | 9 | [NAME] I | Algebra I or Geometry | Earth or Life or Physical Science or Biology | State History Geography | All plans of study should meet local and state high school graduation requirements and college entrance requirements. Certain local student organization activities are also important including public speaking, record keeping and work-based experiences. | • Business Essentials • Business Technology Applications | ►Accountant ►Brokerage Clerk ►Commodities Representative ►Development Officer ►Financial Analyst ►Financial Planner ►Foundation Manager ►Fund Manager ►Fund Raiser ►Investment Advisor ►Mutual Fund Manager ►Non-Profit Manager ►Personal Financial Advisor ►Planned Giving Director ►Sales Agent ►Securities Representative ►Tax Preparer
 |  | 10 | [NAME] | Geometry or Algebra II | Biology or Chemistry | U.S. History |  | • Business Finance
 |  | 11 | [NAME] | Pre-Calculus or Algebra II | Chemistry or Physics | World History Psychology |  | • Accounting
 |  | College Placement Assessments-Academic/Career Advisement Provided
 |  | 12 | [NAME] | Pre-Calculus                or Calculus or Trigonometry or Statistics | Physics or other science course | Government Economics |  | • Fundamentals of Financial Management                         .  and Investment Planning • Advanced Accounting
 |  | Articulation/Dual Credit Transcripted-Postsecondary courses may be taken/moved to the secondary level for articulation/dual credit purposes.
POSTSECONDARY |  | Year 13 | English . Composition English Literature | Algebra or Calculus | Lab Science | Economics Psychology | All plans of study need to meet learners’ career goals with regard to required degrees, licenses, certifications or journey worker status. Certain local student organization activities may also be important to include. | • Principles of Accounting • Regulatory Requirements for Financial and                            . Investment Planning • Customer Service in Financial and                                      . Investment Planning
 |  | Year 14 | Speech/ Oral . Communication Technical Writing |  |  | Sociology Public Policy |  | • Financial Planning • Financial and Investment Planning . Procedures
 |  | Year 15 | Continue courses in the area of specialization. |  |  |  |  | • Continue Courses in the Area of . Specialization
 |  | Year 16 |  |  |  |  |  | • Complete Financial and Investment                         .  Planning Major . (4-year degree program)
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 |  |  |  |  |  | Project funded by the U.S. Department of Education (VO51B020001)