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:

Articles
Videos
Interactive Calculators
Comprehensice Tools
Includes Built-In Assessment

Standard Activity Activity Type
Create and use budgets to guide financial decision making. Lesson – What’s in Your Compensation Package?
Lesson – Want to Work in Finance?
Lesson – What is Opportunity Cost?
Lesson – Why Invest in Stocks vs. Keeping in Savings?
Lesson – How to Develop an Investing Strategy
Lesson – Evaluating Big-Ticket Purchases
Lesson – A Beginner’s Guide to Borrowing Wisely
Lesson – Credit Cards: Terms, Fees, and More
Lesson – What Your Credit Report Says About You
Lesson – Achieve Financial Goals with a Spending Plan
Lesson – Income Tax Filing Tips & Tricks
Lesson – Tax Credits & Deductions You Need to Know
Lesson – Uncovering Hidden Income Taxes You Owe
Lesson – How to Avoid Identity Theft, Scams and Fraud
Explain how the application of Generally Accepted Accounting Principles (GAAP) impacts the recording of transactions and the preparation of financial statements. Lesson – Why Accounting Rules Matter
Lesson – GAAP – Financial Reporting and Terms
Lesson – Income Tax Filing Tips & Tricks
Lesson – Tax Credits & Deductions You Need to Know
Lesson – Uncovering Hidden Income Taxes You Owe
Interpret financial formulas commonly found in financial institutions to aid in the growth and stability of financial services. Lesson – Credit Cards: Terms, Fees, and More
Lesson – Demystifying the Impact of Interest Rates
Lesson – Tame Your Financial Paperwork
Lesson – Balance Your Books in 10-Minutes
Lesson – Proven Techniques to Stop Overspending
Lesson – How to Calculate Your Profits & Losses
Lesson – The Math of the Stock Market
Interpret financial data, analyze results, and make sound business decisions to promote a financially healthy business. Lesson – How To Check a Business’s Financial Health
Lesson – Making Business Decisions with Accounting
Lesson – How to Read an Income Statement
Lesson – How to Read a Balance Sheet
Lesson – The Cash Flow Statement Explained
Lesson – Income Tax Filing Tips & Tricks
Lesson – Tax Credits & Deductions You Need to Know
Lesson – Uncovering Hidden Income Taxes You Owe
Evaluate the impact of federal, state, and local regulations on financial management decisions. Lesson – Why You Should Care About the Fed
Lesson – What Is Bankruptcy?
Lesson – Tax Credits & Deductions You Need to Know
Lesson – Sales Tax: Who Pays, Collects, and Why?
Apply economic concepts as they relate to financial services. Lesson – What is Economic Growth?
Lesson – Decoding What Moves The Market
Lesson – Major Economic Indicators (GDP, CPI, Jobs)
Lesson – The Business Cycle
Lesson – Demystifying the Impact of Interest Rates
Lesson – The Anatomy of Unemployment
Lesson – How Companies Raise Capital
Explain the concepts, role, and importance of international finance and risk management. Lesson – How Global Trade Shapes Our Economy
Lesson – Types of Insurance
Lesson – What Damage Does Home Insurance Cover?
Lesson – Life Insurance: The Ultimate Safety Net
Lesson – Choosing the Best Banking Option for You
Evaluate the variety, nature, and diversity of investment vehicles and the elements that contribute to financial growth and success. Lesson – Balance Your Books in 10-Minutes
Lesson – Want to Work in Finance?
Lesson – How Companies Manage Their Human Resources
Lesson – Finding the Right Brokerage Account
Lesson – What to Do When You Need Money Fast

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