Financial Services


  • CTE Sector: Business and Finance
  • CTE Pathway: Financial Services
  • Located at: Pioneer
  • Recommended Prerequisite: None

Course Description

The course offers students technical instruction and hands-on experience in fundamental banking management, encompassing an introduction to the subject, entrepreneurial skills, and comprehensive reviews of resource management, business math, and tools and equipment.

A significant emphasis is placed on key principles of bank management, including the importance of written and oral communication as essential components of exceptional customer service. The course further covers critical aspects like effective management of bank services, assets, and liabilities, as well as the utilization of computer data and reports in the financial industry. Moreover, students are prepared to handle managerial responsibilities involving security, confidentiality, and loss prevention, vital components of the banking sector.

An essential component of the course is credit analysis, which is vital for professionals in financial services careers. By aligning the competencies in this course with the Common Core State Standards and the California Career Technical Education Model Curriculum Standards, it ensures that students receive comprehensive and up-to-date instruction, enhancing their readiness for careers in financial services.

Furthermore, the course aims to equip individuals with the knowledge and skills to manage their personal finances effectively, empowering them to make informed financial decisions and secure their financial future. Overall, this course acts as a comprehensive foundation, bridging the gap between theoretical knowledge and practical application, and plays a pivotal role in preparing individuals for success in various financial services careers and personal financial management.