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Career-tech Education

Cluster Overview: Finance

Upon completion of these materials, students will know the career pathways and some corresponding occupations within the Finance CTE cluster.

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Lesson materials include:

  • Lesson Plan
  • Instructional Video
  • Guided Notes
  • Student Test

Helping your students discover, understand, and evaluate various career paths and occupations within the Finance cluster that align with their personal interests, skills, and values.

MyCareerTech offers full occupation reports on 24 Occupations across the 5 Finance Career Pathways.

Accounting Pathway 1

Accounting encompasses careers that record, classify, summarize, analyze, and communicate a business's financial information/business transactions for use in management decision-making. Accounting includes such activities as bookkeeping, systems design, analysis, and interpretation of accounting information.

Banking Services Pathway 6

Primarily concerned with accepting deposits, lending funds, and extending credit, banking services include cash management, short-term investments, mortgages and other loans, credit cards, and bill payment. Banking services are delivered via a number of different institutions, from commercial banks (the largest group) and other traditional means (savings and loans associations, credit unions, and local banks) to newer ventures through insurance companies, brokerage houses, and the internet.

Business Finance Pathway 6

The business finance function in a company is to manage policy and strategy for (and the implementation of) capital structure, budgeting, acquisition and investment, financial modeling and planning, funding, dividends, and taxation.

Insurance Pathway 6

The insurance industry, which exists to protect individuals and businesses from financial losses, delivers services that transfer risk from an individual or business to an insurance company.

Securities & Investments Pathway 7

The securities and investments industry consists of brokerage firms, investment banks, and stock exchanges, all of which support the flow of funds from investors to companies and institutions. Related services include financial planning, asset management, hedge fund management, and custody services.