LER.me

Make All Learning Count.

Get Connected

  • What is a LER?
  • FAQs (opens in new tab)
  • Partner with Us
  • Visit EBSCOed (opens in new tab)

View our Policies

  • Accessibility (opens in new tab)
  • Standards (opens in new tab)
  • Terms of Use (opens in new tab)
  • Privacy Policy (opens in new tab)
  • Opt out (opens in new tab)

Get the app

Get it on Google PlayDownload on the App Store

© 2026 All rights reserved.

Powered by EBSCOed

Skip to main contentSkip to footer
  • Live Data
My LER
My LER
  1. Programs
  2. Career Pathway Project in Finance

Career Pathway Project in Finance

Career and Technical Education, Alabama State Department of Education (ALSDE)

Course

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

Career Pathway Project (CPP) in Finance is a capstone course designed for students who have earned two or more credits from the same pathway in the Finance Career Cluster. This course allows students to utilize the knowledge and skills gained through their secondary coursework in a practical, real-world experience that showcases their learning.

Format

In-Person

Eligibility Calculator

Which aid programs apply to this program?

Record QualityEligibility Calculators
Loading Skills & Competencies
Program Pathways

Credentials this program stacks toward

  • Program Pathway to FinanceFrom Career and Technical Education, Alabama State Department of Education (ALSDE)
Loading What You'll Learn
Program Details

Detailed information about this program

Career Pathway Project (CPP) in Finance is a capstone course designed for students who have earned two or more credits from the same pathway in the Finance Career Cluster. This course allows students to utilize the knowledge and skills gained through their secondary coursework in a practical, real-world experience that showcases their learning. It provides an opportunity for a student to choose an area of interest and explore it in depth while demonstrating problem-solving, decision-making, and independent learning skills. The CPP contributes to an educational plan of challenging courses and practical experiences that prepares students for the workplace or for pursuing further education. During the CPP, the student works with his or her coordinating teacher, academic teachers, and a product or process mentor who has expertise in the student’s field of study. At the conclusion of the CPP, the student presents or demonstrates the knowledge gained to an audience consisting of the coordinating teacher, academic teachers, the mentor, peers, and community and business representatives.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

Visit Program Website
Locations

Where this program is offered

  • Alabama

    Alabama

Loading Student Outcomes
Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

  • Create a formal, narrative proposal that communicates a specific concept, creates a process
  • Conduct independent research related to the Finance career pathway project
  • Write a detailed report on the chosen career pathway project, following established conventions for format, grammar
  • Produce an original multimedia presentation based upon career pathway project research and results
  • Design and create a project portfolio that documents all components of the career pathway project
Career Pathways

Occupations this program prepares you for

  • Personal Financial Advisors13-2052.00
  • Financial and Investment Analysts13-2051.00
  • New Accounts Clerks43-4141.00
  • Accountants and Auditors13-2011.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: emerging (Level 1)(based on Course)

  • Client intake interviews — conduct using structured questionnaires to gather income, expenses, and insurance data under direct supervision in a retail financial services office.
  • Financial data entry — record and organize client information accurately into CRM software following established firm protocols.
  • Basic financial documents — read and interpret account statements, tax returns, and insurance policies with guidance from a senior advisor.
  • Financial planning concepts — explain common investment vehicles such as stocks, bonds, and mutual funds to clients using scripted talking points.
  • Client risk tolerance — identify and document using standardized assessment tools under the direction of a licensed financial advisor.
  • Spreadsheet software — apply to compile client financial data and perform basic calculations including net worth and cash flow summaries.
  • Regulatory compliance requirements — follow firm-mandated procedures and compliance checklists when handling client accounts and documentation.
  • Client questions — respond to routine inquiries about account balances and plan details by referencing prepared materials and escalating complex issues.
  • Financial planning recommendations — assist in implementing basic strategies such as setting up automatic contributions under senior advisor oversight.
  • Continuing education modules — complete to build foundational knowledge in economics, accounting principles, and financial planning methodology.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Auto-populated·from Scorecard + DOL
Completion Rate
80%
Placement Rate
80%