Financial Strategy and Investments in Missouri prepares students for careers in investment management, financial planning, and wealth management. This pathway addresses demand for financial professionals who help individuals and organizations make investment decisions. Students gain expertise in investment principles, portfolio analysis, risk management, and financial planning.
The curriculum covers investment fundamentals, securities analysis, portfolio management, asset allocation, financial planning, and market analysis. Students analyze investments, build portfolios, and develop financial plans. Projects involve investment analysis, portfolio recommendations, and financial planning scenarios. Emphasis on risk assessment, ethical investing, and fiduciary responsibility is integrated throughout. Students understand market dynamics and investment vehicles.
Graduates work as investment advisors, financial planners, financial analysts, or wealth managers. The pathway provides foundation for finance careers.
Financial Strategy and Investments at a Glance
4
Courses
6
Credentials
4
Career Paths
State Standards & Framework
Missouri's financial strategy and investments standards require competency in investment principles, financial planning, and risk management. The curriculum aligns with investment industry standards and regulatory requirements.
Students must demonstrate proficiency in investment analysis, portfolio development, financial planning, and market knowledge. State standards incorporate regulatory compliance and ethical investment practices.
Typical Course Sequence
| Course |
|---|
| Introduction to Personal Care |
| Personal Care Techniques and Skills |
| Client Services and Communication |
| Personal Care Practicum |
Industry Certifications & Credentials
- ✓W!SE Financial Literacy Certification
- ✓QuickBooks Certified User
- ✓Intuit Certified Bookkeeping Professional
- ✓Microsoft Office Specialist - Excel
- ✓Microsoft Office Specialist Expert - Excel
- ✓National Career Readiness Certificate (NCRC)
Career Opportunities
Salary data from U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics (May 2024). Growth projections from BLS Employment Projections (2023-2033). Cost-of-living adjustment uses BEA Regional Price Parities (2023). Entry-level salaries reflect the 25th percentile; experienced salaries reflect the median.
Financial Analyst
Entry LevelSalary range: $64,900 - $114,680
Adjusted for cost of living: $70,728
Financial Advisor
Entry LevelSalary range: $62,230 - $169,610
Adjusted for cost of living: $67,818
Investment Manager
ExperiencedSalary range: $101,760 - $175,500
Adjusted for cost of living: $145,554
Wealth Manager
ExperiencedSalary range: $51,050 - $122,580
Adjusted for cost of living: $84,361
Work-Based Learning Opportunities
Internships with investment firms, financial planning companies, banks, and wealth management firms throughout Missouri.
Career & Technical Student Organization
Students in this pathway can participate in DECA, gaining leadership experience and competing in career-related events.
How Sage Helps Missouri CTE Programs
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Missouri Standards Built In
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Teacher Customization
Teachers personalize content while maintaining standards alignment
Ongoing Updates
Curriculum stays current as Missouri standards and industry needs evolve
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