WHAT IS THE
FINANCE CAREER
CLUSTER?
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An introduction to the Finance Career Exploration Module…
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About the cluster…
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
One of the 16 National Career Clusters

Involves planning, managing, and providing:
 services
for financial planning
 banking, insurance, and business financial management

Has four career pathways
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Cluster Name Career Pathways
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
Banking and Related Services Pathway


Business Financial Management Pathway


Ex: Financial Controller
Financial and Investment Planning Pathway


Ex: Loan Officer
Ex: Financial Manager
Insurance Services Pathway

Ex: Underwriter
Copyright © Texas Education Agency, 2014. All rights reserved
Traits of People in the Finance Field…
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Strong background in math and science
Good technical skills
Great communication skills
Detail-oriented
Like working with computers
Enjoy reading financial information
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Fastest growing Finance careers (2006 –2016)
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Financial Analysts
Personal Financial Advisors
Customer Service Representatives
Financial Services – Securities and Commodities
Actuaries
Bill and Account Collectors
Budget Analysts
Brokerage Clerks
Accountants and auditors
Copyright © Texas Education Agency, 2014. All rights reserved
CAREER EXPLORATION
MODULE
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Finance
Top 10 Finance Careers
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1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Financial Manager
Economist
Actuary
Personal Financial Advisor
Financial Securities: Securities
Financial Analyst
Market Research Analyst
Budget Analyst
Credit Analyst
Accountants and Auditors
Copyright © Texas Education Agency, 2014. All rights reserved
Tentative Module Schedule
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
Day 1


Day 2


Explore the Banking and Related Services Pathway
Day 3


Module Introduction
Explore the Business Financial Management Pathway
Day 4

Explore the Financial and Investment Planning Pathway
Copyright © Texas Education Agency, 2014. All rights reserved
Tentative Module Schedule, Cont.
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
Day 5

Explore Insurance Services Pathway

Day 6 Self assessments

Day 7 A Career Journey

Day 8 In the News

Day 9 Scavenger Hunt

Day 10 Portfolio Maintenance, ETC.
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Expectations
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
Participation in all activities

Good behavior

Respectfulness to all guests and other students

Close attention to assignment deadlines and
instructions
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Assignment #1
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 Career
Pathway Matching Activity
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Sources
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
www.online.onetcenter.org

www.careerclusters.org

www.achievetexas.org
Copyright © Texas Education Agency, 2015. All rights reserved