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Content Area
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21st-Century Life and Careers
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Standard
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9.4 Career and Technical Education
All students who complete a career and technical education program will acquire academic and technical skills for careers in emerging and established professions that lead to technical skill proficiency, credentials, certificates, licenses, and/or degrees. (For descriptions of the 16 career clusters, see the Career Clusters Table.)
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Strand
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F. Finance Career Cluster
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| By the end of grade |
Content Statement |
CPI# |
Cumulative Progress Indicator (CPI) |
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12
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Academic Foundations: Academic concepts lay the foundation for the full range of career and postsecondary education opportunities within the career cluster.
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9.4.12.F.1
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Demonstrate language arts knowledge and skills required to pursue the full range of postsecondary education and career opportunities.
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9.4.12.F.2
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Demonstrate mathematics knowledge and skills required to pursue the full range of postsecondary education and career opportunities.
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9.4.12.F.3
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Demonstrate science knowledge and skills required to pursue the full range of postsecondary education and career opportunities.
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9.4.12.F.4
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Solve mathematical problems to obtain information for decision-making in financial settings.
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9.4.12.F.5
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Discuss economic principles and concepts that are fundamental to financial operations.
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9.4.12.F.6
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Apply sociological knowledge of group behavior to understand financial decision-making by consumers.
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9.4.12.F.7
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Apply psychological knowledge of individual behavior to understand financial motivations of consumers.
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Communication Skills: All clusters rely on effective oral and written communication strategies for creating, expressing, and interpreting information and ideas that incorporate technical terminology and information.
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9.4.12.F.8
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Select and employ appropriate reading and communication strategies to learn and use technical concepts and vocabulary in practice.
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9.4.12.F.9
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Demonstrate use of the concepts, strategies, and systems for obtaining and conveying ideas and information to enhance communication.
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9.4.12.F.10
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Locate, organize, and reference written information from various sources to communicate with others.
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9.4.12.F.11
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Evaluate and use information resources to accomplish specific tasks.
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9.4.12.F.12
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Use correct grammar, punctuation, and terminology to write and edit documents.
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9.4.12.F.13
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Develop and deliver formal and informal presentations using appropriate media to engage and inform audiences.
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9.4.12.F.14
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Interpret verbal and nonverbal cues/behaviors to enhance communication.
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9.4.12.F.15
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Apply active listening skills to obtain and clarify information.
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9.4.12.F.16
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Develop and interpret tables, charts, and figures to support written and oral communications.
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9.4.12.F.17
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Listen to and speak with diverse individuals to enhance communication skills.
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9.4.12.F.18
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Exhibit public relations skills in order to increase internal and external customer satisfaction.
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Problem-Solving and Critical Thinking: Critical and creative thinking strategies facilitate innovation and problem-solving independently and in teams.
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9.4.12.F.19
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Employ critical thinking skills (e.g., analyze, synthesize, and evaluate) independently and in teams to solve problems and make decisions.
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9.4.12.F.20
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Employ critical thinking and interpersonal skills to resolve conflicts.
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9.4.12.F.21
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Identify, write, and monitor performance goals to guide progress in assigned areas of responsibility and accountability.
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9.4.12.F.22
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Conduct technical research to gather information necessary for decision-making.
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Information Technology Applications: Technology is used to access, manage, integrate, and disseminate information.
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9.4.12.F.23
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Employ technological tools to expedite workflow.
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9.4.12.F.24
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Operate electronic mail applications to communicate.
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9.4.12.F.25
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Operate Internet applications to perform tasks.
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9.4.12.F.26
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Operate writing and publishing applications to prepare business communications.
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9.4.12.F.27
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Operate presentation applications to prepare and deliver presentations.
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9.4.12.F.28
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Employ spreadsheet applications to organize and manipulate data.
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9.4.12.F.29
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Employ database applications to manage data.
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9.4.12.F.30
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Employ collaborative/groupware applications to facilitate group work.
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9.4.12.F.31
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Employ computer operations applications to manage tasks.
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9.4.12.F.32
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Use computer-based equipment (containing embedded computers or processors) to control devices.
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Systems:
- Roles within teams, work units, departments, organizations, inter-organizational systems, and the larger environment impact business operations.
- Key organizational systems impact organizational performance and the quality of products and services.
- Understanding the global context of 21st-century industries and careers impacts business operations.
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9.4.12.F.33
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Describe the nature and types of business organizations to build an understanding of the scope of organizations.
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9.4.12.F.34
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Describe and use quality control systems and practices to ensure quality products and services.
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9.4.12.F.35
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Discuss the concepts, processes, and skills used to identify new ideas, opportunities, and methods and to create or start a new finance project or venture.
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9.4.12.F.36
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Analyze the contribution of accounting systems to the fiscal stability of businesses.
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9.4.12.F.37
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Describe tools, strategies, and systems used to maintain, monitor, control, and plan the use of financial resources.
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9.4.12.F.38
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Demonstrate industry-specific knowledge of human resources management to enhance productivity and job satisfaction.
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9.4.12.F.39
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Describe tools, techniques, and systems used to create, communicate, and deliver value to customers, as well as to manage customer relationships in ways that benefit both the organization and stakeholders.
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9.4.12.F.40
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Demonstrate knowledge of customer relations techniques and strategies used in this cluster to foster positive, ongoing relationships with customers.
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9.4.12.F.41
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Plan day-to-day activities to enable continued functioning of businesses in this cluster.
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Safety, Health, and Environment: Implementation of health, safety, and environmental management systems and organizational policies and procedures impacts organizational performance, regulatory compliance, and continuous improvement.
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9.4.12.F.42
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Demonstrate knowledge of personal and jobsite safety rules and regulations to maintain safe and healthful working conditions and environments.
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9.4.12.F.43
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Demonstrate knowledge of employee rights and responsibilities and employers’ obligations to maintain workplace safety and health.
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9.4.12.F.44
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Identify emergency procedures that are necessary to provide aid in workplace accidents.
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9.4.12.F.45
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Identify response techniques to create a disaster and/or emergency response plan.
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9.4.12.F.46
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Explain health, safety, and environmental management systems in organizations and their importance to organizational performance and regulatory compliance.
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9.4.12.F.47
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Evaluate organizational policies and procedures that contribute to continuous improvement in performance and compliance.
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9.4.12.F.48
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Demonstrate knowledge of safety, health, and environmental controls used to enhance productivity of businesses in this cluster.
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Leadership and Teamwork: Effective leadership and teamwork strategies foster collaboration and cooperation between business units, business partners, and business associates toward the accomplishment of organizational goals.
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9.4.12.F.49
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Employ leadership skills to accomplish goals and objectives.
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9.4.12.F.50
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Employ organizational skills to foster positive working relationships and accomplish organizational goals.
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9.4.12.F.51
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Employ teamwork skills to achieve collective goals and use team members’ talents effectively.
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9.4.12.F.52
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Establish and maintain effective relationships in order to accomplish objectives and tasks.
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9.4.12.F.53
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Conduct and participate in meetings to accomplish tasks.
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9.4.12.F.54
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Employ mentoring skills to assist others.
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Ethics and Legal Responsibilities: Legal responsibilities, professional ethics, and codes of conduct affect management practices, business performance, and regulatory compliance, as well as the confidence of customers, business partners, and investors.
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9.4.12.F.55
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Apply ethical reasoning to a variety of situations in order to make ethical decisions.
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9.4.12.F.56
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Interpret and explain written organizational policies and procedures that help workers perform their tasks according to employer rules and expectations.
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9.4.12.F.57
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Demonstrate knowledge of laws, regulations, and ethical behaviors that affect operations and transactions of businesses in this cluster.
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Employability and Career Development: Employability skills and career and entrepreneurship opportunities build the capacity for successful careers in a global economy.
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9.4.12.F.58
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Identify and demonstrate positive work behaviors and personal qualities needed to succeed.
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9.4.12.F.59
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Develop a Personalized Student Learning Plan to meet career goals and objectives.
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9.4.12.F.60
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Demonstrate skills related to seeking and applying for employment in a desired job.
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9.4.12.F.61
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Maintain a career portfolio to document knowledge, skills, and experience in a career field.
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9.4.12.F.62
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Demonstrate skills in evaluating and comparing employment opportunities in order to accept employment positions that match career goals.
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9.4.12.F.63
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Identify and exhibit traits for retaining employment.
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9.4.12.F.64
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Identify and explore careers in one or more career pathways to build an understanding of the opportunities available in the cluster.
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9.4.12.F.65
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Examine requirements for career advancement to plan for continuing education and training.
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9.4.12.F.66
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Research professional development opportunities needed to keep current on relevant trends and information within the cluster.
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9.4.12.F.67
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Examine licensing, certification, and credentialing requirements at the national, state, and local levels to maintain compliance with industry requirements.
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9.4.12.F.68
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Examine employment opportunities in entrepreneurship as an option for career planning.
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Technical Skills: Technical knowledge and skills play a role in all careers within the cluster and pathway.
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9.4.12.F.69
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Employ information management techniques and strategies to assist in decision-making.
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9.4.12.F.70
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Employ planning and time management skills and tools to enhance results and complete work tasks.
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9.4.12.F.71
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Plan the use of financial resources to protect solvency.
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9.4.12.F.72
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Plan a finance-based business organization or department.
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9.4.12.F.73
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Plan day-to-day activities required for continued functioning of businesses in this cluster.
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9.4.12.F.74
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Discuss techniques and strategies used to foster positive, ongoing relationships with customers in this cluster.
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9.4.12.F.75
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Access and evaluate financial information to assist business decision-making.
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9.4.12.F.76
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Evaluate a financial product or service mix in order to respond to market opportunities.
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9.4.12.F.77
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Demonstrate knowledge of financial risk-management strategies and techniques used to minimize business losses.
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| ContentArea |
21st-Century Life and Careers
|
| Standard |
9.4 Career and Technical EducationAll students who complete a career and technical education program will acquire academic and technical skills for careers in emerging and established professions that lead to technical skill proficiency, credentials, certificates, licenses, and/or degrees. (For descriptions of the 16 career clusters, see the Career Clusters Table.)
|
| Strand |
F. Finance Career Cluster
|
| Pathway |
(1) Accounting
|
| By the end of grade |
Content Statement |
CPI# |
Cumulative Progress Indicator (CPI) |
|
12
|
Systems:
- Roles within teams, work units, departments, organizations, inter-organizational systems, and the larger environment impact business operations.
- Key organizational systems impact organizational performance and the quality of products and services.
- Understanding the global context of 21st-century industries and careers impacts business operations.
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9.4.12.F.(1).1
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Access and evaluate financial information to assist business decision-making.
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Ethics and Legal Responsibilities: Legal responsibilities, professional ethics, and codes of conduct affect management practices, business performance, and regulatory compliance, as well as the confidence of customers, business partners, and investors.
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9.4.12.F.(1).2
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Describe laws and regulations affecting business operations and transactions in order to ensure compliance with industry requirements.
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Employability and Career Development: Employability skills and career and entrepreneurship opportunities build the capacity for successful careers in a global economy.
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9.4.12.F.(1).3
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Apply career planning concepts, tools, and strategies to explore, plan, obtain, and develop a career in this pathway.
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Technical Skills: Technical knowledge and skills play a role in all careers within the cluster and pathway.
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9.4.12.F.(1).4
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Use accounting tools, strategies, and systems to plan the use and management of financial resources.
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| ContentArea |
21st-Century Life and Careers
|
| Standard |
9.4 Career and Technical EducationAll students who complete a career and technical education program will acquire academic and technical skills for careers in emerging and established professions that lead to technical skill proficiency, credentials, certificates, licenses, and/or degrees. (For descriptions of the 16 career clusters, see the Career Clusters Table.)
|
| Strand |
F. Finance Career Cluster
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| Pathway |
(2) Banking
|
| By the end of grade |
Content Statement |
CPI# |
Cumulative Progress Indicator (CPI) |
|
12
|
|
Communication Skills: All clusters rely on effective oral and written communication strategies for creating, expressing, and interpreting information and ideas that incorporate technical terminology and information.
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9.4.12.F.(2).1
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Demonstrate knowledge of personalized communication strategies used in this pathway to determine client needs and wants and to develop responses intended to influence purchasing decisions and enhance future business opportunities.
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Systems:
- Roles within teams, work units, departments, organizations, inter-organizational systems, and the larger environment impact business operations.
- Key organizational systems impact organizational performance and the quality of products and services.
- Understanding the global context of 21st-century industries and careers impacts business operations.
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9.4.12.F.(2).2
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Demonstrate knowledge of customer relations strategies that promote ongoing positive relationships with banking customers and enhance organizational image.
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9.4.12.F.(2).3
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Plan the use of financial resources that enhance banking performance.
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9.4.12.F.(2).4
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Demonstrate knowledge of tools, strategies, and systems needed to operate banking equipment.
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9.4.12.F.(2).5
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Plan day-to-day activities within a banking organization to ensure secure operations.
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Ethics and Legal Responsibilities: Legal responsibilities, professional ethics, and codes of conduct affect management practices, business performance, and regulatory compliance, as well as the confidence of customers, business partners, and investors.
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9.4.12.F.(2).6
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Describe laws and regulations affecting business operations and transactions in order to ensure compliance with industry requirements.
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Employability and Career Development: Employability skills and career and entrepreneurship opportunities build the capacity for successful careers in a global economy.
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9.4.12.F.(2).7
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Apply career planning concepts, tools, and strategies to explore, plan, obtain, and develop a career in this pathway.
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| ContentArea |
21st-Century Life and Careers
|
| Standard |
9.4 Career and Technical EducationAll students who complete a career and technical education program will acquire academic and technical skills for careers in emerging and established professions that lead to technical skill proficiency, credentials, certificates, licenses, and/or degrees. (For descriptions of the 16 career clusters, see the Career Clusters Table.)
|
| Strand |
F. Finance Career Cluster
|
| Pathway |
(3) Business Finance
|
| By the end of grade |
Content Statement |
CPI# |
Cumulative Progress Indicator (CPI) |
|
12
|
Systems:
- Roles within teams, work units, departments, organizations, inter-organizational systems, and the larger environment impact business operations.
- Key organizational systems impact organizational performance and the quality of products and services.
- Understanding the global context of 21st-century industries and careers impacts business operations.
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9.4.12.F.(3).1
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Plan the use of financial resources to ensure business stability.
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Ethics and Legal Responsibilities: Legal responsibilities, professional ethics, and codes of conduct affect management practices, business performance, and regulatory compliance, as well as the confidence of customers, business partners, and investors.
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9.4.12.F.(3).2
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Describe laws and regulations affecting business operations and transactions in order to ensure compliance with industry requirements.
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Employability and Career Development: Employability skills and career and entrepreneurship opportunities build the capacity for successful careers in a global economy.
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9.4.12.F.(3).3
|
Apply career planning concepts, tools, and strategies to explore, plan, obtain, and develop a career in this pathway.
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Technical Skills: Technical knowledge and skills play a role in all careers within the cluster and pathway.
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9.4.12.F.(3).4
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Demonstrate knowledge of risk-management strategies and techniques used in this industry to minimize business losses.
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| ContentArea |
21st-Century Life and Careers
|
| Standard |
9.4 Career and Technical EducationAll students who complete a career and technical education program will acquire academic and technical skills for careers in emerging and established professions that lead to technical skill proficiency, credentials, certificates, licenses, and/or degrees. (For descriptions of the 16 career clusters, see the Career Clusters Table.)
|
| Strand |
F. Finance Career Cluster
|
| Pathway |
(4) Insurance
|
| By the end of grade |
Content Statement |
CPI# |
Cumulative Progress Indicator (CPI) |
|
12
|
|
Communication Skills: All clusters rely on effective oral and written communication strategies for creating, expressing, and interpreting information and ideas that incorporate technical terminology and information.
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|
9.4.12.F.(4).1
|
Demonstrate knowledge of personalized communication strategies used in this industry to determine client needs and wants and to develop responses intended to influence purchasing decisions and enhance future business opportunities.
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Systems:
- Roles within teams, work units, departments, organizations, inter-organizational systems, and the larger environment impact business operations.
- Key organizational systems impact organizational performance and the quality of products and services.
- Understanding the global context of 21st-century industries and careers impacts business operations.
.
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9.4.12.F.(4).2
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Access and evaluate information that assists in making decisions in this industry.
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9.4.12.F.(4).3
|
Plan day-to-day activities to ensure continued functioning of businesses in this industry.
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Ethics and Legal Responsibilities: Legal responsibilities, professional ethics, and codes of conduct affect management practices, business performance, and regulatory compliance, as well as the confidence of customers, business partners, and investors.
|
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9.4.12.F.(4).4
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Describe laws and regulations affecting business operations and transactions in order to ensure compliance with industry requirements.
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Employability and Career Development: Employability skills and career and entrepreneurship opportunities build the capacity for successful careers in a global economy.
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|
9.4.12.F.(4).5
|
Apply career planning concepts, tools, and strategies to explore plan, obtain, and develop a career in this pathway.
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Technical Skills: Technical knowledge and skills play a role in all careers within the cluster and pathway.
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9.4.12.F.(4).6
|
Demonstrate knowledge of underwriting techniques and strategies to gather, access, and evaluate risks posed by potential clients in this industry.
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| ContentArea |
21st-Century Life and Careers
|
| Standard |
9.4 Career and Technical EducationAll students who complete a career and technical education program will acquire academic and technical skills for careers in emerging and established professions that lead to technical skill proficiency, credentials, certificates, licenses, and/or degrees. (For descriptions of the 16 career clusters, see the Career Clusters Table.)
|
| Strand |
F. Finance Career Cluster
|
| Pathway |
(5) Securities & Investments
|
| By the end of grade |
Content Statement |
CPI# |
Cumulative Progress Indicator (CPI) |
|
12
|
|
Communication Skills: All clusters rely on effective oral and written communication strategies for creating, expressing, and interpreting information and ideas that incorporate technical terminology and information.
|
|
9.4.12.F.(5).1
|
Demonstrate knowledge of personalized communication strategies used in this industry to determine client needs and wants and to develop responses intended to influence purchasing decisions and enhance future business opportunities.
|
|
|
|
Systems:
- Roles within teams, work units, departments, organizations, inter-organizational systems, and the larger environment impact business operations.
- Key organizational systems impact organizational performance and the quality of products and services.
- Understanding the global context of 21st-century industries and careers impacts business operations.
|
|
9.4.12.F.(5).2
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Plan the use of financial resources to prepare for performing key duties in this industry.
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9.4.12.F.(5).3
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Plan day-to-day operations activities to ensure continued functioning of businesses in this industry.
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Ethics and Legal Responsibilities: Legal responsibilities, professional ethics, and codes of conduct affect management practices, business performance, and regulatory compliance, as well as the confidence of customers, business partners, and investors.
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9.4.12.F.(5).4
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Describe laws and regulations affecting business operations and transactions in order to ensure compliance with industry requirements.
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|
|
|
Employability and Career Development: Employability skills and career and entrepreneurship opportunities build the capacity for successful careers in a global economy.
|
|
9.4.12.F.(5).5
|
Apply career planning concepts, tools, and strategies to explore plan, obtain, and develop a career in this pathway.
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