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Technology Applications

Knowledge of basic technology as it specifically relates to the financial services industry.

Critical Work Functions

  • Use spreadsheets and accounting software to maintain and update records.
    • Use data bases and other computer management tools to manage office records.
      Technical Content Areas

      • Technology Applications
        • Demonstrates a proficiency in the use of financial software, including applications relating to accounting and monetary transactions;
        • Understands the appropriate digital channels for exchanging electronic transaction information;
        • Recognizes appropriate techniques for storing and retrieving data.