Students will be able to: use accounting procedures in a financial environment; employ marketing procedures to forward organizational goals; utilize customer service skills to work effectively with customers; perform accounting functions with computers and related software; display knowledge of financial and investment products and services; review and research federal and state regulatory requirements as applied to financial and investment planning; assist clients in developing financial plans including retirement planning, estate planning, and budgets; develop procedures to adhere to compliance plans and manage client records; apply reading skills in a financial career environment; apply writing skills in a financial career environment; apply mathematical skills in a financial career environment; apply economic knowledge in a financial career environment; interpret financial elements such as economic conditions to determine impact on consumer behavior; interpret laws and regulations to determine the role of government in the financial industry; identify and practice ethical behavior in the workplace; analyze practices of the financial industry to determine ethics and social responsibilities; locate, organize, and reference written information from reliable sources to communicate with coworkers and clients; develop and deliver formal and informal presentations using appropriate media to engage and inform audiences; apply listening skills and interpret verbal and nonverbal behaviors to enhance communication with coworkers and clients; interpret and use tables, charts, and figures to support written and oral communication; use computers and software to increase work efficiency; utilize a database to manage general information; use problem solving and critical thinking skills to locate good sources of information about problems and determine appropriate methods for investigating causes; use problem solving and critical thinking skills to determine root causes of problems and suggest solutions; Use decision making skills to solve problems and evaluate solutions; exhibit leadership qualities to improve the quality of work and the work environment; work effectively in a team environment to improve the quality of work and the work environment; practice safe behaviors in a work environment including ergonomics; respond appropriately in emergency situations by locating emergency information and equipment; demonstrate employable skills related to a career in finance; and pursue career development skills to advance in the financial world.