Common Planner
K–12 Standards

Financial Planning I (2025)

Other North Carolina CTE sets

Understand the basics of finance.1.00

  • 1

    Utilize time management skills to determine best options/outcomes.1.01

  • 2

    Describe the need for financial information.1.02

  • 3

    Explain the role of finance in business.1.03

  • 4

    Describe the role of financial institutions.1.04

  • 5

    Discuss employment opportunities in the finance industry (accounting).1.05

Understand the basics of investing.2.00

  • 1

    Explain types of financial markets (e.g., money market, capital market, insurance market, commodities markets, etc.).2.01

  • 2

    Describe types of financial-services providers.2.02

  • 3

    Describe types of retail/business banking products and services.2.03

  • 4

    Explain types of investments.2.04

  • 5

    Discuss employment opportunities in the finance industry.2.05

Understand financial analysis.3.00

  • 1

    Utilize sources of securities information to make informed financial decisions.3.01

  • 2

    Acquire fundamental knowledge of investment analysis and selection to make prudent investment decisions.3.02

  • 3

    Select investments to generate revenue for clients.3.03

  • 4

    Acquire knowledge of securities products and benefits to support workplace activities.3.04

  • 5

    Discuss employment opportunities in the finance industry (investment/securities).3.05

Understand law and security measures in business.",18%,"B2 Understand Conceptual4.00

  • 1

    Determine the relationship between government and business.4.01

  • 2

    Discuss legal considerations in the finance industry.4.02

  • 3

    Explain routine security precautions.4.03

  • 4

    Follow established security procedures/policies.4.04

  • 5

    Explain information privacy, data security, and confidentiality considerations in business.4.05

  • 6

    Discuss employment opportunities in the finance industry (corporate finance).4.06

Understand the impact of the economy on financial decisions.5.00

  • 1

    Understand economic indicators to recognize economic trends and conditions.5.01

  • 2

    Understand financial markets to recognize their importance in business.5.02

  • 3

    Determine global trade's impact on business decision-making to acquire insight into the global forces affecting business.5.03

  • 4

    Explain causes of stock price fluctuations.5.04

  • 5

    Discuss employment opportunities in the finance industry.5.05

Frequently asked questions

Where can I read the official document?
2025-2026 Course Standards

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