Search the California Content Standards

Pathway Standard:
Evaluate the variety, nature, and diversity of investment vehicles and the elements that contribute to financial growth and success.

Performance Indicator:
Describe factors that affect the value of an asset, including industry trends, price to earnings ratio, cash flow, growth rate, timing, inflation, interest rate, opportunity cost, risk, and required return.

Pathway Standard:
Evaluate the variety, nature, and diversity of investment vehicles and the elements that contribute to financial growth and success.

Performance Indicator:
Consult federal resources and independent rating companies for reports and research on investment vehicles and providers.

Pathway Standard:
Evaluate the variety, nature, and diversity of investment vehicles and the elements that contribute to financial growth and success.

Performance Indicator:
Select sources to finance venture creation/start-up.

Pathway Standard:
Evaluate the variety, nature, and diversity of investment vehicles and the elements that contribute to financial growth and success.

Performance Indicator:
Describe the role of the Securities and Exchange Commission (SEC) and the Financial Industry Regulation Authority (FINRA) and explain regulation of the industry, including legal and ethical considerations in all aspects of financial services.

Pathway Standard:
Evaluate financial services providers and explore the duties and activities of financial service careers.

Pathway Standard:
Evaluate financial services providers and explore the duties and activities of financial service careers.

Performance Indicator:
Identify electronic banking technologies.

Pathway Standard:
Evaluate financial services providers and explore the duties and activities of financial service careers.

Performance Indicator:
Identify licensure requirements for various professionals in the financial services industry.

Pathway Standard:
Evaluate financial services providers and explore the duties and activities of financial service careers.

Performance Indicator:
Demonstrate characteristics of professionalism in working relationships with customers and employees.

Pathway Standard:
Evaluate financial services providers and explore the duties and activities of financial service careers.

Performance Indicator:
Demonstrate techniques for managing human resources to maximize operational efficiencies and effectiveness.

Pathway Standard:
Evaluate financial services providers and explore the duties and activities of financial service careers.

Performance Indicator:
Discuss legal and ethical considerations in providing financial advice, buying or selling securities, insurance or real estate, and borrowing or lending money.