Finance
Three-Year Program of Work

State Supervisor:  Anne Nyman, anne.nyman@fldoe.org, 850-245-9900

Career and technical education programs are reviewed in collaboration with educators, administrators, industry representatives and industry related agencies specific to the program being reviewed.  The purpose of these reviews is to ensure the curriculum frameworks for each program reflects current business and industry needs specific to the career area for which it prepares.  Each program undergoes this review every three years, per F.S. §1004.92 (2)(b)(4).  The planned program of work for reviewing programs in the Finance Career Cluster is outlined in the table below.

Programs to be reviewed in 2017 for the 2018/2019 school year

Program Type 	Program Name 	
Middle School	N/A	
Secondary	N/A	
PSAV	Life Insurance Marketing (NEW) (M810017)	
	Mortgage Loan Originator (M807050)	
	Personal Lines Insurance Agent (20-44) (NEW) (M810021)	
AS/AAS/CCC/ATD	Financial Services (AS - 1252080100) 
Financial Para-planner (CCC - 0252080102)
Mortgage Finance Management - Financial Services (CCC - 0252080103) 
Mortgage Finance Operations - Financial Services (CCC - 0252080104) 
Mortgage Finance Specialist - Financial Services (CCC - 0252080105)	
Programs to be reviewed in 2018 for the 2019-2020 school year

Program Type 	Program Name 	
Middle School	N/A	
Secondary	Personal and Family Finance (8500120)	
PSAV	Insurance Claims Adjuster (M810015)	
	Insurance Customer Service Representative (M810016)	
	Insurance General Lines Agent (M810014)	
AS/AAS/CCC/ATD	Banking - Financial Services (AS - 1252080300) 
Banking Management - Financial Services (CCC - 0252080301)
Banking Operations - Financial Services (CCC - 0252080302) 
Banking Specialist - Financial Services (CCC - 0252080303)	

Programs to be reviewed in 2019 for the 2020-2021 school year

Program Type 	Program Name 	
Middle School	Fundamentals of Finance (8540400) 	
	Introduction to Finance (8540350) 	
	Introduction to Finance and Career Planning (8540360)	
Secondary	Finance (8815100) 	
	Global Finance (8515300)	
PSAV	Finance (M804011) 	
	Global Finance (F100110)	
	Individual Income Tax Preparation (F100100)	
	Personal Financial Planning (F100200)	
AS/AAS/CCC/ATD	N/A	

Reference/Definitions
Secondary = high school programs
PSAV = Postsecondary Adult Vocational – clock hour programs offered at district Technical Centers and some state colleges.
AS/AAS = Associate in Science/Associate in Applied Science degree programs – state colleges.
CCC = College Credit Certificate – state colleges.
ATD = Applied Technology Diploma - clock hour or college credit programs offered at district Technical Centers or state colleges.