Career Details

Banking and Finance

Description

The Banking and Finance industry certification exam covers an understanding of the banking and financial industries. Learners are assessed on basic economics as the underlying basis of the transfer and growth of money in the financial services system. The exam assesses learners' understanding of the securities, banking, and insurance industries to become better consumers and gain the skills and knowledge to begin pursuing careers in various fields and/or prepare for college readiness.

Certifying Organization

YouScience

Details

If significant education or training is needed? No

If significant work experience is needed? No

Is an exam required? Yes

How many years until certification must be renewed? 3 year(s)

Certification can be renewed with Continuing Education Units? No

Certification can be renewed with re-examination? Yes

Certification can be renewed with Continuing Professional Development? No

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Certified Financial Planner

Certifying Organization

Certified Financial Planner Board of Standards, Inc.

Type

B - Advanced

Certificate name

Accredited Tax Preparer

Certifying Organization

Accreditation Council for Accountancy and Taxation

Type

A - Core

Certificate name

Accredited Tax Advisor

Certifying Organization

Accreditation Council for Accountancy and Taxation

Type

A - Core

Related Careers

Investment Fund Managers

Median Annual Income

$153,140

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

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Financial Managers

Median Annual Income

$153,140

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

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Credit Counselors

Median Annual Income

$47,531

Projected Job Growth

+5 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

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Financial Risk Specialists

Median Annual Income

$108,658

Projected Job Growth

+8 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.

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Financial and Investment Analysts

Median Annual Income

$97,047

Projected Job Growth

+10 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

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Loan Officers

Median Annual Income

$66,452

Projected Job Growth

+1 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.

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Insurance Sales Agents

Median Annual Income

$60,176

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

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Securities, Commodities, and Financial Services Sales Agents

Median Annual Income

$77,343

Projected Job Growth

+7 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

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Accountants and Auditors

Median Annual Income

$81,064

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

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Financial Examiners

Median Annual Income

$82,368

Projected Job Growth

+21 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.

ConventionalEnterprisingInvestigative

Personal Financial Advisors

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

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