1. Career Cluster
Finance

2. Definitions Finance Career Cluster
Jobs in the finance career cluster involve providing services for financial and investment planning, banking insurance, and business financial management.

3. What type of jobs do you think are in this cluster?

4. Types of Jobs Credit analyst Financial examiner Loan officer
Stockbroker
Tax preparer
Actuary
Insurance agent
Financial advisor

5. Considering a Job in Finance?
Do you enjoy working with numbers?
Are you good at math?
Are you interested in the stock market?
Do you want to help people secure their financial futures?
Do you enjoy working in a fast-paced environment?
Do you feel confident handling other people's money?

6. Career Pathways in Finance
The finance career cluster has four pathways:
Banking and related services
Insurance services
Business financial management
Financial and investment planning

7. Banking and Related Services
This pathway includes all the occupations required to make banking institutions run.
Jobs include:
Loan officer
Teller
Compliance officer
Credit analyst
New accounts clerk
Internal auditor
Bill collector
Mortgage underwriter
Customer service representative
Commercial workout specialist

8. Insurance Services
Workers in this pathway provide services to policyholders and insurance companies.
Jobs include:
Actuary
Insurance underwriter
Insurance appraiser
Claims agent
Claims adjuster
Insurance agent
Claims investigator

9. Business Financial Management
This pathway is involved in directing companies' investment policies and preparing financial documents for regulatory authorities.
Jobs include:
Tax examiner
Financial analyst
Treasurer
Tax preparer
Controller
Economist
Auditor

10. Financial and Investment Planning
Jobs in this pathway involve managing other people's money and helping other people reach their financial goals.
Jobs include:
Stockbroker
Investment advisor
Development officer
Real estate asset manager
Securities underwriter
Securities sales agent

11. Educational Requirements
Education requirements vary with each job.
The two most common degrees in the finance world are a Bachelors in Finance and a Bachelors in Accounting.