Financial Services

Objective of the Event

Students will demonstrate their knowledge and understanding of financial concepts and how those concepts apply to the disciplines of investment and corporate finance in both business enterprises and financial service institutions.

Learning Outcomes

• Apply marketing/management principles and techniques to the financial services industry and organizational environments.
• Analyze situations, organize thoughts and identify solutions.
• Demonstrate knowledge/understanding of general business and industry specific concepts.
• Organize and communicate ideas and concepts effectively.

Other Characteristics

• This is a one–person event.
• Additional visual presentation aids are not allowed.
• Event includes a 100–question test.
• Event includes a role–play with judge.

Representative Job Titles

Bank officer, customer service representative, loan officer, trust officer, securities officer, account executive, lending/risk manager, credit union supervisor, collections agent, auditor, accountant and financial analyst.

Click HERE to download the complete official event guidelines.