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

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Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved SUCCESS “The accomplishment of an aim or purpose”

Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved Objective Research and identify the jobs that correspond with the field of financial and investment planning.

Tasks Prepare a report using research materials accessed from the internet. Prepare and present a multimedia presentation Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved

Careers in Managing and Analyzing Personal and Corporate Portfolios MONEY MATTERS Copyright © Texas Education Agency, All rights reserved Careers in Managing and Analyzing Personal and Corporate Portfolios

Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved Careers in Financial Management Financial planner Financial manager Financial analyst Comptroller/controller Risk manager Cash manager Treasurer Chief Financial Officer Certified Management Accountant Brokerage clerks Investment advisors Tax preparer Securities and Commission Sales agent Asset manager

Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved Careers in Financial Management & Investment Planning Project – REPORT CRITERIA MLA style Job title Job description Education requirements Certification requirements Employment outlook Earnings – include high, median, and low ranges Skills required Personality traits needed Responsibilities Related occupations

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

“Group” Responsibilities Both students are required to have a part in the presentation to the class. Practice your slide progressions and avoid unnecessary bells and whistles. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved

Project Grade - Report Format Grammar Content Total of 50 points Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved

Project Grade – Multimedia Presentation Content Delivery Slide Progression Creativity and speech (Total of 50 points) Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved