Unit 1: The Financial Planning Process

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Unit 1 The Financial Planning Process

• Resume, Cover Letter, Interview Thank You Letter

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Getting a job

• Where to look?
• Online, newspapers, friends
• How to apply?
• Fill out application- in person or online. SUBMIT
  IT. Look nice
• Follow up
• Call manager

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What is a resume?

• Personal data sheet
• Summary of important facts about you
• Will determine if you get an interview
• 10 second rule

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Paper trail RESUME sections

• Heading (YOUR contact info)
• Objective/goal
• Schooling/education
• Work experience
• Volunteer experience
• Extracurricular activities
• Awards, honors, etc

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Heading

• Includes
• Full Name
• Complete Address
• Telephone Number
• E-mail Address

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Objective

• Statement of what you want
• Express your objective in one to two sentences
• State EXACTLY the job title you seek

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Education

• Reverse chronological
• most recent first

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Work Experience

• If you have no work experience then brainstorm on
  what experience you have had such as volunteer
  work.

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Extra curricular activities

• Inform your reader of your activities
• This is where you can shine!
• Show leadership
• Involvement in a VARIETY of school and community
  activities

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Honors and awards

• Optional
• If you have several awards that can be listed
• If not then combine this with activities
• This section sets you apart
• Peer awards, teacher awards, etc.

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Special skills

• Optional
• Other things at which you are proficient
• Experienced at a particular software program
• Communication skills
• Any certificaitons
• Remember you can be held accountable to these

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layout

• Fit to one page (only use two pages if necessary)
• Page 2 Heading should match Page 1
• Include references (typically on a separate page)
• Section headings are consistent
• Easy to read font such as Arial or Times New
  Roman
• Traditional is usually more acceptable

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DOs and Donts

• Check for grammar and spelling
• Print on Resume paper
• Ask permission to use a name for a reference

• Attach a picture
• Add personal information
• Add information about leaving a previous job
• Write descriptive paragraphs

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Paper trailCover letter

• A letter that accompanies a résumé and other
  requested materials, when it is known that an
  employer has an opening which interests a
  prospect.
• Your opportunity to toot your horn, just be brief
  professional!

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Cover letter
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Scoring Guide for Cover Letter (Letter of Application) Scoring Guide for Cover Letter (Letter of Application) Scoring Guide for Cover Letter (Letter of Application)
Criteria Points Possible Points Earned
Letter head (professional) 10  
Date 5  
Letter Address 5  
Greeting Line (includes name of person) 5  
Body 1st Paragraph States reason for letter 3 pts. States position applying for 4 pts. How position was found 3 pts. 10  
Body 2nd 3rd Paragraph States why they are interested in the company 2 pts. States qualifications for position 2 pts. Elaborates on work experience and/or qualifications 2 pts. Creates a positive image about themselves 2 pts. Refers to resume 2 pts. 10  
Body 4th Paragraph Politely requests an interview 5pts. Leaves contact info (ph) 5 pts. 10  
Complimentary Close 5  
Enclosure/Attachment 5  
Margins set properly 5  
Formatting (spacing, etc. -2 each) 10  
Overall Quality well written no spelling or grammatical errors 2 pts. each 20  
Total Points 100  
Revised Final Copy 40  
Final Score 140  
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Body of cover letter

• 1st Paragraph
• States reason for letter
• States position applying
• How position was found
• 2nd 3rd Paragraph
• States why they are interested in the company
• States qualifications for position
• Elaborates on work experience and/or
  qualifications
• Creates a positive image about themselves
• Refers to resume

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Body of cover letter

• 4th Paragraph
• Politely requests an interview
• Leaves contact info (ph)

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Paper trailthank you letter

• AFTER your interview
• Shows you care
• Shows you want job
• Shows you are RESPECTFUL

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The Interview

• First impressions mean everything. How long to
  decide if you get the job?
• 30 seconds
• Firm handshake
• Eye to eye contact
• Dress appropriately

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What TO wear to an interview

• Women's Interview Attire
• Solid color, conservative suit
• Coordinated blouse
• Moderate shoes
• Limited jewelry
• Neat, professional hairstyle
• Tan or light hosiery
• Sparse make-up perfume
• Manicured nails
• Portfolio or briefcase

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What TO wear to an interview

• Men's Interview Attire
• Solid color, conservative suit
• White long sleeve shirt
• Conservative tie
• Dark socks, professional shoes
• Very limited jewelry
• Neat, professional hairstyle
• Go easy on the aftershave
• Neatly trimmed nails
• Portfolio or briefcase

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What NOT to wear to an interview

• Flip-flops or sneakers.
• Underwear (bras, bra straps, briefs, boxers,
  etc.) that is visible. Don't wear any underwear
  that shows - even if your bra straps match your
  top.
• Shorts.
• Jeans.
• Skirts that are too short.
• Pants that are too low-rise or too tight.
• Blouses that are too low-cut or too short - don't
  show your cleavage or your belly.

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NOT!!!!!
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Before an Interview

• What are 6 things you should do before an
  interview?

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During an interview

• What are 5 things you should do after an
  interview?

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After an Interview

• What are two things you should do after an
  interview?

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Remember

• We ALL judge books by their covers.
• Make yours one that wants to be read.
• Look sharp!