Finance
The Finance cluster focuses on careers in the planning, services for financial and investment planning, banking, insurance, and business financial management.
Each lesson below includes an instructional video, lesson plan, and a student test or activity.
Cluster Overview: Finance
Upon completion of these materials, students will know the career pathways and some corresponding occupations within the Finance CTE cluster.
Key concepts of Finance condensed into a series of short instructional videos around a similar topic.
MyCareerCorner 7
MyCareerCorner is a series of short, 3–5-minute video Q&A from individuals across different careers and occupations giving insight and advice about their job, industry, and real-life professional experiences. Each MyCareerCorner episode includes an online activity that will challenge students to think deeper about the cluster and apply what they’ve learned.
Adapting to Unexpected Changes with Shelby Pennix
Upon completion of these materials, students will have reflected on an unexpected change or challenge that they’ve faced in their own life and how adversity can help them grow as professionals.
Understanding Mortgage Banking with Shelby Pennix
Upon completion of these materials, students will have been introduced to the Mortgage Banking industry including common terms, and skills that can benefit them in the future, even if they choose to work in an entirely different industry.
Essential Elements in Mortgage Banking with Shelby Pennix
Upon completion of these materials, students will have identified the importance of different elements in the Mortgage Banking industry, and considered how mastering those elements could help them succeed in their own career.
Running Your Own Business with Shelby Pennix
Upon completion of these materials, students will have explored the pros and cons of working for oneself and reflected on whether owning their own business is a path they’d like to consider further.
Common Questions in Banking Interviews with Tracy Beam
Upon completion of this Microlesson, students will have learned about some of the careers in the baking industry, why entry-level banking jobs are valuable, and reflected on whether a career in banking could be a good fit.
Supporting Clients as a Financial Advisor with Jerry Windle
Upon completion of this Microlesson, students will have explored the role of financial advisors and reflected on the importance of relationship building for their future careers.
Exploring a Career in Financial Services with Jerry Windle
Upon completion of this Microlesson, students will have discovered what it takes to be a successful financial advisor and determined whether a career in the finance industry is something that interests them.