Consumer Economics and Financial Services Unit Activity

Educational Goals

  • Content Knowledge: Discuss various career paths in finance, including required certifications and skills.
  • Inquiry: Conduct online research, collecting and communicating findings.
  • 21st Century Skills: Utilize online tools for research and effectively communicate results.

Activity Overview

  • Objective: Choose a career in the financial services industry, analyze required certifications, and identify necessary skills.

Directions and Analysis

Task 1: Careers and Educational Requirements
  • Perform online research to select a career in finance.
  • Identify educational qualifications needed for the chosen career.
Task 2: Certification Requirements
  • Determine the certification or licensing necessary for your chosen career.
  • Develop a strategy to prepare for obtaining these certifications.
Task 3: Information Technology and Interpersonal Skills
  • Describe the technological skills required for your career.
  • Describe the interpersonal skills needed for your career.

Evaluation Criteria

  • Total Points Available: 100

Task 1: Careers and Educational Requirements (20 points total)

  • Conduct online research on a finance-related career (10 points)
  • Identify educational qualifications for the selected career (10 points)

Task 2: Certification Requirements (40 points total)

  • Identify necessary certifications (20 points)
  • Develop preparation strategies for certifications (20 points)

Task 3: Information Technology and Interpersonal Skills (40 points total)

  • Identify information technology skills needed (20 points)
  • Identify interpersonal skills required (20 points)