Course Information
2026-2027 Academic Year
BF22 Financial Planning II
| Course Code | BF22 |
| Course Title | Financial Planning II |
| Course Description | Develop the knowledge and skills to create a business financial plan; including loans, insurance, taxes, and corporate governance. Explore the various risks and returns associated with business activities and the impact of the global economy. Analyze ethical situations in various aspects of financial leadership in local, national, and global business environments. 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 2023 |
| Hours of Instruction | 135-150 |
| Recommended Maximum Enrollment | 25 |
| Course Credit | 1 |
| Inherently Honors | No |
| Meets Computer Science (CS) Graduation Requirement | No |
| Math Option Credit | No |
| Prerequisites | BF21 Financial Planning I |
| Cluster Grouping(s) | Investing in the Future |
| Career Cluster(s) | Financial Services (FINS) |
| Pathway Level(s) | Financial Planning (FNPL) - Concentrator |
| 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) |
