Investment Banking Training Guide

							                       Business Financial Management
                      Cluster Overview: Careers encompass planning, services for financial and investment planning, banking, insurance, and business financial management.

                      Career Goal (O*NET Code): Financial Controller (11-3031), Credit Analyst (13-2041), Accountant or Auditor (13-2011), Sales Agent (41-3031)

                      Suggested Coursework                                                                                                                                                                            Career/Extended Learning
                      High School
                      core courses:                                                         career-related electives:                                                                                                 high school experiences:
                      English I                                                             Principles of Business, Marketing and Finance or Touch System Data Entry or Accounting I or                               curricular:
                      Algebra I                                                             Business Information Management I                                                                                         Business Professionals of America
   9th




                      Biology                                                                                                                                                                                         DECA
                      World Geography                                                                                                                                                                                 Future Business Leaders of America
                      Languages other than English I
                      English II                                                            Applied Agricultural Science &
                                                                                            Telecommunications and Networking or Accounting II or Virtual Business and Global Business                                career learning:
                      Geometry                                                                                                                                                                                        Career Preparation
   10th




                      Chemistry                                                                                                                                                                                       Job Shadowing
                      World History                                                                                                                                                                                   Internship
                      Languages other than English II
                      English III                                                           Business Management or Business Information Management II or Entrepreneurship                                             extracurricular:
                      Algebra II                                                                                                                                                                                      Academic Decathlon
   11th




                      Physics                                                                                                                                                                                         Language Tutor
                      United States History                                                                                                                                                                           Math Tutor
                      Professional Communications                                                                                                                                                                     School Newspaper
                      English IV                                                            Business English or Business Law or Accounting II or Problems and Solutions                                               service learning:
                      Precalculus                                                                                                                                                                                     Boy Scouts of America
   12th




                      Environmental Systems Government/Economics                                                                                                                                                      Campus Service Organizations Community
                      Fine Arts                                                                                                                                                                                       Service Volunteer
                                                                                                                                                                                                                      Girl Scouts of the USA
                      Workplace                                                                                                                                                                                       sample careers:
                      on-the-job training                                                   workplace related certificates:                                                                                           career titles may vary from those listed
                      Bookkeeper                                                            Bookkeeping Fundamentals                                                                                                  Bookkeeper
                      Teller                                                                I-Net+                                                                                                                    Network Technician
                      Call Center Representative                                            Network +                                                                                                                 IT Support
                      Customer Service Representative                                       OSHA CareerSafe
                      Real Estate or Mortgage Assistant
                      These experiences / certifications may be started and/or completed as part of the high school experience.

                      Postsecondary (sample programs related to this pathway)                                                                                                                                         sample careers:
                      suggested courses / degree programs:                                                                                                                                                            career titles may vary from those listed
   Associate's




                      15 hours General Education Curriculum including Principles of Econ I- Macro (ECON 2X01) AND Principles of Econ II- Micro (ECON 2302)                                                            Tax Technician
                      AND Math for Bus and Econ(MATH 1X24) AND Bus & Professional Communication (SPCH 1X21) OR Intro to Speech Communication (SPCH                                                                    Legal Assistant
                      1X11) OR Public Speaking (SPCH 1X15)                                                                                                                                                            Database Manager
                      Cluster Foundation                                                                                                                                                                              Account Examiner Trainee
                      Acctg I (ACCT 2X01) AND Acctg II (ACCT 2X02) OR Intro to Acctg I (ACNT 1X03) AND Intro to Acctg II (ACNT 1X04)                                                                                  Executive Assistant
                      Business Correspondence & Communication (POFT 2X12) OR Technical & Business Writing (ENGL 2X11)
                      Business Law (BUSI 2X01) OR Business Law/Commercial (BUSG 2X17) OR Legal & Social Environment (BUSG 2X07) OR Business
                      Law/Contracts (BUSG 2X05)
                      Public Relations (MRKG 1X13) OR Principles of Selling (MRKG 2X33) OR Customer Relations (MRKG 1X01) OR Salesmanship (BUSI 1X11)
                      OR Selling Bank Products and Services (BNKG 1X51)
                      Principles of Mgmt (BMGT 1X03) OR Small Business Mgmt (BUSG 2X09)
                      Accounting and Business Ethics (ACNT 1X40) OR Business Ethics (BMGT 1X41)
                      Bus. Principles (BUSI 1X01)               Principles of Finance (BUSG 1X03)           Personal Finance (BUSI 1X07)
                      POS Specific Courses
                      Legal Envi.of Business (BUSI 2X02)        Forensic Acctg (ACNT 1X05)                   Fundamentals of Info Security (ITSY 1X00)
                      Federal Taxation: Individual (ACNT 1X31) Intro to Intl Business and Trade (IBUS 1X05)
Graduate Bachelor’s




                      BBA, BS, BAAS, BAT                                                                                                                                                                              Accountant
                      Concentration/Major: Accounting, Finance, Management, Business Administration                                                                                                                   Financial Analyst
                                                                                                                                                                                                                      Benefits Counselor
                                                                                                                                                                                                                      Portfolio Credit Analyst
                                                                                                                                                                                                                      Commercial Collector
                                                                                                                                                                                                                      Tax Examiner
                      Business Administration - Finance                                     Operations Research                                          Professional Accountancy                                     Treasurer
                      Management - Financial Planning                                       Management Science                                           Accounting Information Management                            Controller
                      Financial Management                                                  Land Economics and Real Estate                               Accounting - Taxation                                        Chief Revenue Agent
                                                                                                                                                                                                                      Foreign Exchange Dealer
                                                                                                                                                                                                                      Risk Analyst
                      Engineering
                      Licenses, Credentials and Certifications:                                                                                          Professional Associations:                                   Civil Engineer
                      Certified Management Accountant                                                                                                    American Institute of Certified Public Accountants
                      Certified Government Financial Manager                                                                                             American Society of Certified Public Accountants
                      Enrolled Agent                                                                                                                     Council of Petroleum Accountants Societies
                      Certified Financial Manager                                                                                                        Financial Analysts Federation
                                                                                                                                                         Financial Management Association
*May substitute for the required credit for Physical Ed.                                    Students should take Advanced Placement (AP),                This plan of study serves as a guide, along with other career planning materials, for pursuing a career path and is
**Satisfies the required credit for Technology Applications                                 International Baccalaureate (IB), dual credit, Advanced      based on the most recent information as of 2007. All plans should meet high school graduation requirements as
***May substitute for the required credit for Health Ed.                                    Technical Credit (ATC), or locally articulated courses, if   well as college entrance requirements. Students may select other elective courses for personal enrichment
                                                                                            possible.                                                    purposes.