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Careers in Financial PlanningMONEY MATTERS
Copyright © Texas Education Agency, 2012. All rights reserved
Financial PlanningCareers
Careers in Financial PlanningMONEY MATTERS
Copyright © Texas Education Agency, 2012. All rights reserved
ObjectiveResearch and identify the jobs that correspond with the field of financial and investment planning.
TasksPrepare a report using research materials accessed from the internet.
Prepare and present a multimedia presentation
Careers in Financial PlanningMONEY MATTERS
Copyright © Texas Education Agency, 2012. All rights reserved
Careers in Managing and Analyzing Personal and Corporate Portfolios
MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved
Careers in
Managing and Analyzing
Personal and Corporate Portfolios
Careers in Financial PlanningMONEY MATTERS
Copyright © Texas Education Agency, 2012. All rights reserved
Careers in Financial ManagementFinancial plannerFinancial managerFinancial analystComptroller/controllerRisk managerCash managerTreasurerChief Financial Officer
Certified Management Accountant
Brokerage clerksInvestment advisorsTax preparer
Securities and Commission
Sales agentAsset manager
Careers in Financial PlanningMONEY MATTERS
Copyright © Texas Education Agency, 2012. All rights reserved
Careers in Financial Management & Investment
PlanningProject – REPORT CRITERIA
Job titleJob descriptionEducation requirementsCertification requirementsEmployment outlookEarnings – include high, median, and low rangesSkills requiredPersonality traits neededResponsibilitiesRelated occupations
Careers in Financial PlanningMONEY MATTERS
Copyright © Texas Education Agency, 2012. All rights reserved
Careers in Financial Management & Investment
Planning Project – MULTIMEDIA CRITERIA
Slides should include:Introduction – include the career
chosen, students’ names, class & date
A slide for each bullet under Reports
Conclusion