Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights...

Careers in Financial PlanningMONEY MATTERS

Copyright © Texas Education Agency, 2012. All rights reserved

Financial PlanningCareers



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 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 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 Management & Investment

PlanningProject – REPORT CRITERIA

Job titleJob descriptionEducation requirementsCertification requirementsEmployment outlookEarnings – include high, median, and low rangesSkills requiredPersonality traits neededResponsibilitiesRelated occupations



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

Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights...

Documents

Transcript of Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights...