1. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved Financial Planning Careers

2. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved “Copyright and Terms of Service Copyright © Texas Education Agency. The materials found on this website are copyrighted © and trademarked ™ as the property of the Texas Education Agency and may not be reproduced without the express written permission of the Texas Education Agency, except under the following conditions: 1)Texas public school districts, charter schools, and Education Service Centers may reproduce and use copies of the Materials and Related Materials for the districts’ and schools’ educational use without obtaining permission from the Texas Education Agency; 2) Residents of the state of Texas may reproduce and use copies of the Materials and Related Materials for individual personal use only without obtaining written permission of the Texas Education Agency; 3) Any portion reproduced must be reproduced in its entirety and remain unedited, unaltered and unchanged in any way; 4) No monetary charge can be made for the reproduced materials or any document containing them; however, a reasonable charge to cover only the cost of reproduction and distribution may be charged. Private entities or persons located in Texas that are not Texas public school districts or Texas charter schools or any entity, whether public or private, educational or non-educational, located outside the state of Texas MUST obtain written approval from the Texas Education Agency and will be required to enter into a license agreement that may involve the payment of a licensing fee or a royalty fee. Call TEA Copyrights with any questions you have.

3. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved SUCCESS “The accomplishment of an aim or purpose”

4. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved Objective Research and identify the jobs that correspond with the field of financial and investment planning.

5. 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, 2012. All rights reserved

6. Careers in Managing and Analyzing Personal and Corporate Portfolios MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved Careers in Managing and Analyzing Personal and Corporate Portfolios

7. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. 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

8. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. 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

9. Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. 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

10. “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, 2012. All rights reserved

11. Project Grade - Report Format Grammar Content Total of 50 points Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, 2012. All rights reserved

12. 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, 2012. All rights reserved