| 1.00 | Understand the basics of finance. | 12% | B2 Understand Conceptual |
| 1.01 | Utilize time management skills to determine best options/outcomes. | 2% | - |
| 1.02 | Describe the need for financial information. | 4% | - |
| 1.03 | Explain the role of finance in business. | 2% | - |
| 1.04 | Describe the role of financial institutions. | 3% | - |
| 1.05 | Discuss employment opportunities in the finance industry (accounting). | 1% | - |
| 2.00 | Understand the basics of investing. | 25% | B2 Understand Conceptual |
| 2.01 | Explain types of financial markets (e.g., money market, capital market, insurance market, commodities markets, etc.). | 5% | - |
| 2.02 | Describe types of financial-services providers. | 2% | - |
| 2.03 | Describe types of retail/business banking products and services. | 4% | - |
| 2.04 | Explain types of investments. | 12% | - |
| 2.05 | Discuss employment opportunities in the finance industry. | 2% | - |
| 3.00 | Understand financial analysis. | 25% | B2 Understand Conceptual |
| 3.01 | Utilize sources of securities information to make informed financial decisions. | 5% | - |
| 3.02 | Acquire fundamental knowledge of investment analysis and selection to make prudent investment decisions. | 5% | - |
| 3.03 | Select investments to generate revenue for clients. | 3% | - |
| 3.04 | Acquire knowledge of securities products and benefits to support workplace activities. | 10% | - |
| 3.05 | Discuss employment opportunities in the finance industry (investment/securities). | 2% | - |
| 4.00 | Understand law and security measures in business. | 18% | B2 Understand Conceptual |
| 4.01 | Determine the relationship between government and business. | 5% | - |
| 4.02 | Discuss legal considerations in the finance industry. | 5% | - |
| 4.03 | Explain routine security precautions. | 1% | - |
| 4.04 | Follow established security procedures/policies. | 1% | - |
| 4.05 | Explain information privacy, data security, and confidentiality considerations in business. | 4% | - |
| 4.06 | Discuss employment opportunities in the finance industry (corporate finance). | 2% | - |
| 5.00 | Understand the impact of the economy on financial decisions. | 20% | B2 Understand Conceptual |
| 5.01 | Understand economic indicators to recognize economic trends and conditions. | 3% | - |
| 5.02 | Understand financial markets to recognize their importance in business. | 5% | - |
| 5.03 | Determine global trade's impact on business decision-making to acquire insight into the global forces affecting business. | 5% | - |
| 5.04 | Explain causes of stock price fluctuations. | 5% | - |
| 5.05 | Discuss employment opportunities in the finance industry. | 2% | - |
