Personal_Financial_Manager_Advisor by lanyuehua


									                                                                                                              students may select other elective courses for personal

Cluster Overview : Preparing individuals
                                                                   Consumer Services
                                                                  Career Goal (O*NET Code ): Personal Financial Advisor (13-2052), Financial                              Student Name:_________________________________________________________________
for employment in career pathways that
                                                                  Manager (11-3031), Loan Counselor (13-2071), Sales Agent, Security &
relate to families and human needs.                                                                                                                                       Grade: _______________________________________
                                                                  Commodity (41-3031), Compensation, Benefits, & Job Analysis Specialist (13-1072).                       School: ______________________________________________________________________
                                                                            SUGGESTED COURSEWORK                                                                                                                       EXTENDED LEARNING EXPERIENCES

                                                                  (Local districts may list high school credit courses here)                                                 Curricular Experiences:                                                                 Extracurricular Experiences:

                                     HS Courses:                                                                                                                             Business Professionals of America                                                       Language Immersion Programs
                                                                                                                                                                             DECA                                                                                    Math Tutor
                                                                  English I                                                   World Geography                                Family, Career and Community Leaders of America                                         School Organization Officer
                                     Core Courses:                Algebra I                                                   Languages other than English I                 Future Business Leaders of America                                                      School Newspaper

                                                                  Biology                                                     Physical Education                                                                                                                     Student Government
                                     Career-Related                                                                                                                                                                                                                  UIL Academic Competition
                                                                  Principles of Human Services                                                                                                                                                                       Yearbook
                                                                  English II                                                  World History
                                     Core Courses:                Geometry                                                    Languages other than English II                Career Learning Experiences:                                                            Service Learning Experiences:
 High School

                                                                  Chemistry                                                                                                  Career Preparation                                                                      Campus Service Organizations
                                                                                                                                                                             Internship                                                                              Community Service Volunteer
                                     Career-Related               Interpersonal Studies or Dollars and Sense or Business Management                                          Job Shadowing                                                                           Dynamic Leadership
                                     Electives:                                                                                                                                                                                                                      Financial Fitness
                                                                  English III                                   United States History
                                                                                                                                                                                                                                                                     Peer Mentoring/Peer Tutoring
                                     Core Courses:                Algebra II                                    Professional Communications
                                                                                                                                                                                                                                                                     Summer-Camp Counselor

                                     Career-Related               Securities and Investments or Banking and Financial Services or Accounting I or Languages other
                                     Electives:                   than English III                                                                                                                                  COLLEGE CREDIT OPPORTUNITIES -- High School
                                                                  English IV                                                  Government/Economics                        Students should take Advanced Placement (AP), International Baccalaureate (IB), dual credit, Advanced Technical Credit (ATC), or locally
                                     Core Courses:                AP Statistics                                               Fine Arts                                   articulated courses (Tech Prep), if possible. List those courses that count for college credit on your campus.

                                                                  AP Environmental Science
                                                                  Practicum in Human Services or Problems and Solutions or Languages other than English IV
                                                                                                                                                                                                                                                                     Professional Associations:

                                     Account Collector                               Billing & Posting Clerk                            Payroll & Timekeeping Clerk

                                                                                                                                                                                                                                                                     American Institute of Certified Public Accountants
                                     Bank Teller                                     Data Entry Clerk                                   Sales Consultant
                                                                                                                                                                                                                                                                     Business Professionals of America
                                     NOTE: These experiences may be started and/or completed as part of the high school experience.                                                                                                                                  Financial Planning Association
                                                                                                                                                                                                                                                                     Future Business Leaders of America

                                     Customer Service                                OSHA CareerSafe                                                                                                                                                                 Institute of Business & Finance
                                                                                                                                                                                                                                                                     National Association of Personal Financial Advisors
                                     NOTE: Students may earn all or part of these certificates as part of the high school experience.
                                                                                                                                                                          Career Options:


                                     Accounting                                      Business Management                                Financial Management & Services   Accounting Clerk

                                                                                                                                                                                                                     Procurement Clerk
                                     Business Administration                         Business Marketing                                 Management                        Accounting Office Manager
                                                                                                                                                                                                                     Sales Manager

                                                                                                                                                                          Career Options:
                 Graduate Bachelor

                                     Accounting                                      Family & Consumer Sciences                         Human Services & Consumer                                                    Loan Counselor

                                     Banking Finance                                 Financial Management                               Sciences                          Accountant                                 Personal Financial Advisor
                                     Business Administration                         Financial Services                                 Personal Financial Planning       Financial Consultant                       Securities/Investment Broker
                                     Accounting                                      Accounting-Government & NFP                        Human Services & Consumer         Career Options:                            Financial/Estate Planner

                                     Accounting-Audit &                              Business Administration                            Sciences                          Chief Financial Officer                    Financial Manager
                                      Financial Accounting                           Finance or Financial Management                    Personal Financial Planning       Financial Analyst                          Personal Financial Manager
                 Students may select other elective courses for personal enrichment purposes.                                                                             This plan of study serves as a guide, along with other career planning materials, for pursuing a career path and is based on the most recent information as of
                                                                                                                                                                          2009. All plans meet high school graduation requirements as well as college entrance requirements.

                                                                                                                                                                                                                                                            Human Services: Consumer Services: Personal Financial Manager/Advisor - August, 2010

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