Finance

Sun Prairie Banking student Tara W & Men

The Wisconsin Finance YA Program is designed to provide students with a working understanding of core employability and financial services skills, as well as occupationally specific skills that serve as the standard for occupational pathways in the finance and insurance industry. This program provides the framework for educators and industry to work together to produce work-ready, entry-level employees that will compete favorably in a global market, as well as, provide for post-secondary educational advancement while integrating work-based learning in the school and worksite.

Finance is a growing field offering opportunities for working with businesses and personal financial needs. Those working in finance can find opportunities in banking., insurance, or accounting.

Student Testimonial

STUDENT TESITMONIAL

“Being a Customer Service Representative at State Bank of Cross Plains has opened my eyes to all sorts of career possibilities and has shown me what it is like to work in a professional environment. It has also helped me determine my college path by showing me more about my interest areas. Not only that . . . everyone has to deal with finances at some time in their life and I have such a better understanding now!”

Emma Thompson, Class of 2019, Mount Horeb

Frequently asked questions

Pathway


Check out Career Cruising Finance Pathways

  • Business Financial Management- Accounting (Basic & Advanced)
  • Banking and Related Services- Banking
  • Insurance Services




Career Opportunities


The financial and insurance services industry is a changing sector of the economy that offers many dynamic careers for people who are good with numbers, customers and have an acute attention to detail. Due to expanding operations offering a wider range of services the financial industry will need to attract and retain qualified employees to meet their customers’ financial needs. The Finance Career Cluster prepares students for careers in financial and investment planning, banking, insurance and business financial management. Finance career opportunities are available in every sector of the economy and require skill in organization, time management, customer service and communication. Career Opportunities:

  • Bank Teller
  • Financial Advisor
  • Accountant
  • Billing Coordinator
  • Actuary
  • Insurance Sales Agent
  • Portfolio Manager
  • Retail Banker
  • Credit Analyst
  • Credit Representative
  • Stock Broker




Enterance Criteria


  • Apply during second semester of sophomore or junior year
  • Be on track for graduation
  • Display a genuine interest in the Finance Pathway
  • Have previously enrolled in introductory pathway specific courses
  • Register for concurrent related courses
  • Submit a completed application along with references
  • Interview effectively and get hired
  • Maintain a high level of attendance
  • Secure transportation to the job
  • On track for high school graduation
Recommended: take finance-related classes before applying for this program Recommended: successfully complete at least one job-shadow experience prior to applying for this program




Courses


Recommended courses to be taken at home, at a job training site, at Madison College, or online include:

  • Accounting I and II
  • Marketing
  • Personal Finance
Other training offered by a financial institution. The curriculum for this program is aligned with the National States’ Career Cluster Standards Knowledge and Skill statements. It is also endorsed by the Wisconsin Bankers Association, the Wisconsin Credit Union League and the Wisconsin Office of the Commission of Insurance. Finance Flyer





Businesses that sponsor YA

C.PNG