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Finance

The Finance program prepares students to create their own business and financial plans. Students prepare financial plans that include saving, investing, borrowing, risk management (insurance), and retirement and estate planning. Students become acquainted with capital markets and the role markets and securities play in our overall economic framework. Students learn about the major functions of banks and other depository institutions, the Federal Reserve System, and modern trends in the banking industry.

Course of Sequence:

Level I- Finance I (1.0)

  • Students will be exposed to many aspects of business ownership, including cost analysis, business planning, purchasing, and marketing.
  • Students will write a business plan and will enter a local competition sponsored by the Network for Teaching Entrepreneurship.

Level II- Finance II (1.0)

  • Students learn about economic concepts, including the 22 basic principles recommended by the National Council on Economic Education.
  • Students will be acquainted with capital markets, and the role markets and securities play in our overall economic framework.

Level III- Finance III: Accounting (1.0)

  • Students learn about the major functions of banks and other depository institutions, the Federal Reserve System, and modern trends in the banking industry. Students also explore the credit reporting institutions, the function of credit, how credit scores are calculated, loan creation, and debt collection.
  • Students enrolled in this course will have the opportunity to participate in the National Financial Capability Challenge sponsored through the U.S. Department of Treasury, in which high school-aged students from across the country test their knowledge about personal finance.

Level IV- Finance Capstone (1.0)

  • The capstone course is a challenging student-driven, teacher-guided culminating program.
  • This course requires seniors and their instructors to agree on a project that incorporates a research paper, a product, a portfolio, and a presentation.

Schools offering Finance

H.D. Woodson High School

Woodrow Wilson High School


Associated Industry Jobs/Careers:

  • Financial Managers
  • Actuaries
  • Budget Analysts
  • Financial Analysts
  • Sales Representative, Wholesale & Manufacturing
  • Claims Adjusters, Examiners, & Investigators
  • Insurance Sales Agents
  • Bill & Account Collectors
Associated College Majors:

  • Accounting
  • Business Administration and Management
  • Business and Managerial Economics
  • Economics
  • Insurance
  • Real Estate
Associated Industry Certifications:

  • Intuit QuickBooks Certified User (QBCU)
  • Microsoft Office Expert (MOS Expert) Excel