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Exploring Careers: Finance

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Directions: N
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Answer the following questions.
A
1. Where was the first bank established? S
A. Europe S
B. Asia E
C. China S
S
D. Middle East M
E
2. In what year was the New York Stock Exchange created? N
A. 1790 T
B. 1791
C. 1792
D. 1793

3. Which of the following is NOT a pathway in the Finance Career Cluster?

A. Accounting
B. Insurance
C. Banking Services
D. Stocks & Bonds Services

4. Fill in the blanks using the word bank provided. Not all words may be used.
Professionals working in the Securities & Investments Pathway work with
brokerage _____________, investment banks and stock exchanges to support
the _____________ of funds from _____________ to companies and
institutions. Securities include many kinds of investments, including
_____________, bonds and mutual funds.

firms companies flow

exchange marketers stocks
investors trades funds

5. Which of the following is NOT a career in the Insurance Pathway?

A. Agents
B. Traders
C. Brokers
D. Underwriters

Accompanies: Exploring Careers: Finance 1

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Exploring Careers: Finance

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6. Match the pathway with their role. N
Accounting Accept deposits, lend money and extend T
credit
A
S
Banking Services Protect individuals and businesses from S
financial loss E
S
Business Finance Record, summarize and analyze a S
businesses' financial information for use in M
E
management decision-making N
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Insurance Support the flow of funds from investors to
companies and institutions

Securities & Investments Manage policy and strategy of an

organization’s capital structure, budgeting,
acquisition and investment, financial
modeling and planning, funding, dividends
and taxation

7. Which of the following is NOT a possible duty for a professional working in the
Insurance pathway?
A. Controlling investments
B. Expanding customer base
C. Explaining policies
D. Determining liability

8. Which pathway includes the following services: cash management, short-term

investments, mortgages and other loans, such as credit card and bill payments?
A. Insurance
B. Business Finance
C. Accounting
D. Banking Services

9. Mutual funds managers fall under which pathway?

A. Accounting
B. Business Finance
C. Securities & Investments
D. Insurance

Accompanies: Exploring Careers: Finance 2

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10. Which of the following is NOT a career and technical student organization N
T
mentioned in the presentation?
A. DECA A
B. FSA S
C. FBLA S
D. BPA E
S
S
11. Which of the following electives is recommended for students considering a M
career as an investment consultant? E
A. Economics N
B. Humanities T
C. Arts
D. Management

12. According to the presentation, which of the following is a reward of working in the
Securities & Investments Pathway?
A. The need for little education
B. Traveling
C. Closing a deal
D. Managing your own company

13. Which of the following is NOT a career in the Business Finance Pathway?
A. Capital budgeting specialist
B. Credit analyst
C. Project finance manager
D. Stocks and bonds support specialists

14. Which of the following is an important requirement for all investment

consultants?
A. Obtaining an associate’s degree
B. Obtaining a bachelor’s degree
C. Knowing the history of consulting
D. Understanding the global market

Accompanies: Exploring Careers: Finance 3

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15. Put each career listed in the word bank into the row next to its related pathway. N
T
Accounting
A
S
S
Banking Services E
S
S
M
Business Finance E
N
T

Insurance

Securities &
Investments

Capital budgeting specialist Project analyst Credit analyst

Auditors Acquisition specialists Securities sales agents
Actuaries Accounting clerks Claims adjusters
Bookkeepers Loan officers Underwriters
Investment bankers Trust officers Traders

Accompanies: Exploring Careers: Finance 4