VDOE :: Virginia Department of Education Home
|[pic] |Commonwealth of Virginia | Rev: 12/14 |
| |Plan of Study |Student Name: |
| | |School: |
| | |Date: |
|Cluster: Finance Pathway: Securities and Investments |
|This Career Pathway Plan of Study can serve as a guide, along with other career planning materials, as learners continue on a career path. Courses listed within this plan are only recommended coursework and should |
|be individualized to meet each learner’s educational and career goals. This Plan of Study, used for learners at an educational institution, should be customized with course titles and appropriate high school |
|graduation requirements as well as college entrance requirements. |
|EDUCATION|GRADE |English/ Language Arts |Mathematics |
|LEVELS | | | |
|Graduation Requirements: |Personal Financial Advisor |
| |Tax Preparer |
| |Sales Agent for Securities |
| |and Commodities |
| |Investment Advisor |
| |Brokerage Clerk |
| |Development Officer |
|MIDDLE |7 |
|SECONDARY|9 |
|List related certifications/credentials approved by VDOE and offered locally: |Additional Learning Opportunities: |
| (Go to Certification – License Section) |CTSO Organization(s): DECA FBLA FCCLA FFA |
|Banking and Related Services Assessment; Business Financial Management Assessment; Concepts of |FEA HOSA SkillsUSA TSA |
|Entrepreneurship and Management Examination; Concepts of Finance Examination; Financial and | |
|Investment Planning Assessment; Financial Literacy Certification (W!SE); Fundamental Business |Work-Based Learning: |
|Concepts; IC3 Certification; National Professional Certification in Customer Service; Workplace |Career Research Cooperative Education Internship Mentorship |
|Readiness Skills for the Commonwealth (CTECS); Microsoft Office Specialist (MOS) Excel, Word, |Job Shadowing Service Learning Project Student Apprenticeship |
|Access, PowerPoint ; ); College Level Examination Program (CLEP)—Financial Accounting; College Level| |
|Examination Program (CLEP)—Business Law | |
|Postsecondary: Placement Assessments such as Virginia Placement Test or COMPASS |College Entrance Exams such as ACT & SAT |
|POSTSECON|SAMPLE POSTSECONDARY PROGRAMS RELATED TO THIS CAREER PATHWAY |
|DARY |Individual plans must include locally agreed upon courses at the postsecondary level (See page 2) |
| |Pathway |Associate Degree, College Certificate, or |Bachelors Degree |Postgraduate Degree |
| | |Apprenticeship | | |
| |Securities and Investments |Banking – CERT | | |
| | |Accounting - AAS | | |
| | |Business Administration – AS (Transfer) | | |
| | |
| |Page 2 |
|College: |School Division(s): |
|Postsecondary: Placement Assessments such as Virginia Placement Test or COMPASS |
|POSTSECONDA|Semester |
|RY - | |
|COMMUNITY | |
|COLLEGE or | |
|APPRENTICES| |
|HIP - | |
|Determined | |
|Locally | |
| |Year 1 |
| |1st Semester |
|Related Industry Certifications Available: |Additional Suggested Learning Opportunities: |
| | |
| |Work-Based Learning: |
| |Cooperative Education Internship Mentorship |
| |Job Shadowing Service Learning Project Registered Apprenticeship |
|UNIVERSITY |University/College: |
| |Degree or Major: |
| |Number of Articulated CC Credits: |
|Notes: |
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