Courses of Study : Career Tech: Finance

1 ) Analyze marketing strategies utilized by financial institutions to determine how they impact customer base.

2 ) Analyze the history and role of the securities market to determine its impact on the global economy.

3 ) Utilize research results to determine ethical and legal issues associated with the banking and financial industry.

4 ) Compare credit and loan options provided to consumers by banking and financial institutions.

5 ) Use personal and technical skills needed for entry-level banking and finance occupations.

6 ) Demonstrate skills needed to provide effective customer services, including assisting customers with essential information to select appropriate services, explaining customer rights and responsibilities, providing feedback to customers in a timely manner, processing customer information efficiently and effectively, and maintaining customer privacy and confidentiality.

7 ) Analyze various financial services to determine best products for meeting individual customer needs.

8 ) Demonstrate accounting knowledge to perform manual and electronic financial functions as they relate to the financial institution and customer.

9 ) Interpret basic financial policies, procedures, and state and federal regulatory guidelines and laws that control financial institutions.

10 ) Analyze various expenses associated with consumer loans to determine their advantages and disadvantages.

11 ) Interpret banking financial records.

12 ) Calculate debt-to-income ratio to evaluate customer credit.

13 ) Interpret the relationship of the Federal Reserve Bank to local banking institutions.

14 ) Determine career and entrepreneurial opportunities, responsibilities, and educational and credentialing requirements related to banking and financial services.