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Financial Math
Integrate personal finance into any 6-8th grade math class.
Personal Finance
Build financial literacy & satisfy graduation requirements with 6-12th graders.
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Learn about careers, taxes, and paying for college. For 9-12th graders.
Advanced Investing
For 11-12th graders interested in understanding fundamental & technical analysis.
Module 12
Careers In Finance
This module helps students examine various careers in financial services and appreciate their role within the industry.
We discuss potential career paths and relevant skills to thrive in interviews, internships, and students’ future careers, contextualized with the foundational knowledge in previous modules.
Module At A Glance
Grade Levels:
9th -12th
Est. Length:
~2 Hourse (25 slides)
Activities:
2 Activites
Articles:
4 Articles
Languages:
English & Spanish
Curriculum Fit:
Math, Business, Economics, CTE, Social Studies
Standards Alignment:
CEE National Standards, Jump$tart National Standards & Relevant State Standards
Guiding Questions
- What are the career paths available within the financial services industry?
- What are the key skills and educational qualifications required to enter and excel in different financial services careers?
- What are the long-term growth prospects for various financial services careers?
- How do specific certifications impact career prospects and earning potential within the financial services industry?
- How have technological advancements transformed financial services careers in recent years?
Enduring Understandings
- How to leverage networking and mentorship opportunities to advance your career and navigate complex workplace dynamics.
- There are key differences between financial services careers in the private and public sector.
- The varying roles and responsibilities of financial services professionals across different industries and positions.
- How to overcome common challenges and obstacles faced by individuals pursuing financial services careers.
Module Vocab & Key Topics
Stock Market
A place for investors to buy & sell publicly traded companies’ stock. This list includes the NASDAQ, S&P 500, & numerous indexes from around the world.
Financial Analyst
A professional who evaluates and interprets financial data to guide decision-making, such as investment decisions and cost-cutting strategies.
Investment Banking
A form of banking in which bankers offer strategic advice on mergers and acquisitions, capital markets transactions, debt financings and restructuring activities.
Portfolio Management
The process of selecting investments in order to achieve a specific goal or set of goals. It involves diversification, asset allocation and rebalancing decisions.
Financial Modeling
The process of creating logical representations of a company’s financial performance, often for use in forecasting future cash flow or evaluating capital structures or investment options.
Derivatives Trading
An activity that involves speculating on the value of underlying assets such as stocks, bonds, commodities, currencies and derivatives themselves.
Data Analysis
The process of collecting, organizing and interpreting data in order to draw conclusions about trends and patterns related to a particular industry or group of investments.
Equity Research
An analytical research process used by investors to assess the prospects of individual securities within an equity portfolio through analysis of public information such as financial statements, economic indicators, news reports and analyst estimates.
Hedge Fund Manager
Professionals who purchase assets with the intention of making large profits by taking advantage of market movements and leveraging their investments into larger returns than would be possible with normal trading activities or by taking long and short positions.
Risk Manager
Professionals responsible for assessing risk exposure within an organization's operations and mitigating that risk through various strategies such as insurance policies, hedging, and diversification strategies.
Insurance Underwriter
An individual or institution responsible for evaluating applications for insurance policies based on factors such as age, health history, lifestyle choices, credit score etc., in order to determine the amount of coverage offered by insurance companies at what price points.
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The information contained on this website and from any communication related to this website is for information purposes only. Rapunzl Investments LLC (Rapunzl) does not hold itself out as providing any legal, financial or other advice. Rapunzl also does not make any recommendation or endorsement as to any investment, advisor or other service or product or to any material submitted by third parties or linked to this website. In addition, Rapunzl does not offer any advice regarding the nature, potential value or suitability of any particular investment, security or investment strategy. The material on this website does not constitute advice and you should not rely on any material in this website to make (or refrain from making) any decision or take (or refrain from making) any action. All investment, borrowing or tax decisions should be made with the advice of an appropriately qualified and licensed advisor.
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