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Business Finance Occupations Skill Standards

The purpose of this document is to assist individuals, training providers,  employers, financial personnel, and members of professional organizations who are interested in matching knowledge, abilities, and interests to the knowledge and skills required for success in financial careers.  This document establishes a clear set of performance expectations based on current practices in business finance occupations.

For this document, skill standards are derived as the body of knowledge, the technical skills, and the workplace behaviors required of productive, successful finance personnel.  These are divided into three separate areas:   Occupation-Specific Knowledges, Technical Skills, and Workplace Behaviors.

Core Technical Skills

Planning and Organizing

Verifying and Maintaining Records

Performing Clerical Duties

Utilizing Software Applications

Accounting Functions

Banking Operations

Loan Activities

Communications

Occupation-Specific Skills

Accounting and Tax Preparation

Tax Preparers

Banking Operations

Investment Activities

Loan Procedures

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