Finance Cluster

Which of the following is NOT a pathway in the Finance Career Cluster?

• Accounting

• Banking Services

• Insurance

• Stocks & Bond Services

An Asset is defined as, Anything of value owned by a person or a firm.

• True

• False

Which of the following electives is recommended for students considering a career as an investment consultant?

• Economics

• Humanities

• Arts

• Management

Which of the following is NOT a career in the Business Finance Pathway?

• Capital budgeting specialist

• Credit analyst

• Project finance manager

• Stocks and bonds support specialists

Which of the following is an important requirement for all investment consultants?

• Obtaining an associate’s degree

• Obtaining a bachelor’s degree

• Knowing the history of consulting

• Understanding the global market

Define the term Financial Manager:

• Handle and track money for organizations, track and analyze financial information, write reports, etc.

• someone who organizes a business venture

• Someone who regularly collects debts owed to others. This includes collection agencies, lawyers who collect debts on a regular basis.

• a businessman who buys or sells for another in exchange for a commission

Define the term Finance:

• A pool of money from many investors that is used to buy different stocks and bonds.

• A fee paid by a borrower to the lender for the use of borrowed money

• The Management of large amounts of money or means of providing money or credit for something.

• Money Owed.

Which of the following is the best description of the careers found within the Financial and Investment Planning Pathway?

• Design, install, maintain and use general accounting systems to prepare, analyze and verify financial reports

• Manage client’s money so their nest eggs can grow and provide investment analysis and guidance to help businesses and individuals with their investment decisions

• Provide loans, credit and payment services to individuals and businesses

• Provide protection to individuals and businesses against financial losses resulting from a variety of situations

Careers in this cluster deal with making strategic decisions to obtain, save, protect, and grow the ___________ assets of businesses and individuals.

• Financial

• Farm

• Stock

• Computer

Securities & Investments, banking services, Insurance, & Business Finance are all the pathways in the Finance career cluster.

• True

• False