California Financial Services Standards Alignment

The state of California’s Department of Education publishes a set of educational standards for the Financial Services Career Pathway, recommended for CTE programs. We strive to align to these standards, which consists of a fusion between accounting, management, investing, career development, and personal finance topics. We also have additional activities available in each of these subject areas as a perfect supplement to the Financial Services career pathway.

Activity Type Key:

Interactive Calculators
Comprehensice Tools
Includes Built-In Assessment

Standard Activity Activity Type
Create and use budgets to guide financial decision making. Income and Compensation
Certifications in the Finance Industry
What is Opportunity Cost?
Why invest in Stocks?
Investing Strategies
Planning Long Term Purchases
Using Credit
Credit Cards
Credit Reports
Spending and Savings Plans
Tax Filing and the 1040 EZ
Common Tax Deductions
Common Tax Additions
Protecting Against Fraud
Explain how the application of Generally Accepted Accounting Principles (GAAP) impacts the recording of transactions and the preparation of financial statements. Understanding the role of accountants in business and society
GAAP – Financial Reporting and Terms
Tax Filing and the 1040 EZ
Common Tax Deductions
Common Tax Additions
Interpret financial formulas commonly found in financial institutions to aid in the growth and stability of financial services. Credit Cards
Importance of Interest Rates
What are Financial Records?
Reconciling accounts
Budgeting and Spending Strategies
Using Excel to track your portfolio
Percents, Fractions and Ratios
Interpret financial data, analyze results, and make sound business decisions to promote a financially healthy business. Financial Analysis through key ratios
Analyzing Financial Statements
What is an Income Statement?
What is a Balance Sheet?
What is a Cash Flow Statement?
Tax Filing and the 1040 EZ
Common Tax Deductions
Common Tax Additions
Evaluate the impact of federal, state, and local regulations on financial management decisions. What is the Federal Reserve?
Common Tax Deductions
Sales Tax
Apply economic concepts as they relate to financial services. What is Economic Growth?
Understanding Price Movements
Major Economic Indicators (GDP, CPI, Jobs)
The Business Cycle
Importance of Interest Rates
Issuing stock and dividends
Explain the concepts, role, and importance of international finance and risk management. International Trade
Types of Insurance
Home Owner’s Insurance
Life Insurance
Banks, Credit Unions, and Savings and Loans
Evaluate the variety, nature, and diversity of investment vehicles and the elements that contribute to financial growth and success. Reconciling accounts
Certifications in the Finance Industry
Human Resource Planning
What is a Brokerage?
Short-Term Financing