Course Information
2026-2027 Academic Year
BF21 Financial Planning I
| Course Code | BF21 |
| Course Title | Financial Planning I |
| Course Description | Develop techniques to enhance personal wealth building for a secure financial future. Establish key strategies for wealth building through evaluating businesses for investment opportunities while incorporating current headlines and trends, financial resources, and stock market simulation. Gain the knowledge and skills for careers in financial planning. |
| Cluster Grouping | Investing in the Future |
| Career Cluster | Financial Services (FINS) |
| Course Lead Consultant | Elizabeth Matthews elizabeth.matthews@dpi.nc.gov |
| Course Status | Standard |
| Course Type | Adapted |
| POL (Proof of Learning) | CTE State Assessment |
| Credential as POL | N/A |
| Curriculum Date | Summer 2019 |
| Hours of Instruction | 135-150 |
| Recommended Maximum Enrollment | 30 |
| Course Credit | 1 |
| Inherently Honors | No |
| Meets Computer Science (CS) Graduation Requirement | No |
| Math Option Credit | No |
| Prerequisites | BF10 Business Essentials |
| Cluster Grouping(s) | Investing in the Future |
| Career Cluster(s) | Financial Services (FINS) |
| Pathway Level(s) | Financial Planning (FNPL) - Prerequisite |
| Aligned Credential(s) or Certification(s) | N/A |
| CTSO(s)(Career and Technical Student Organization) | Future Business Leaders of America (FBLA) An Association for Marketing Education Students (DECA) |
| SOC Code(s)(Standard Occupational Classification Code) | Brokerage Clerks (43-4011)Claims Adjusters, Examiners, and Investigators (13-1031)Credit Authorizers, Checkers, and Clerks (43-4041)First-Line Supervisors of Non-Retail Sales Workers (41-1012)First-Line Supervisors of Office and Administrative Support Workers (43-1011)Insurance Sales Agents (41-3021)Loan Interviewers and Clerks (43-4131)Transportation, Storage, and Distribution Managers (11-3071) |
