Financial Analysis (FI) performance indicators
44 performance indicators entries in the Financial Analysis area of our Marketing study dataset.
| Code | Indicator |
|---|---|
| FI:058 | Explain various forms of financial transactions (cash, credit, barter) (PQ) |
| FI:059 | Identify major types of currency used globally (PQ) |
| FI:060 | Describe the primary functions of money (medium of exchange, store of value, unit of account) (PQ) |
| FI:061 | List common sources of personal and business income (PQ) |
| FI:062 | Explain the time value of money concept (present vs. future value) (CS) |
| FI:002 | Describe the purposes and benefits of using credit (CS) |
| FI:063 | Identify legal obligations associated with financial transactions (CS) |
| FI:270 | Explain why saving and investing are important (CS) |
| FI:065 | Set realistic personal financial goals (CS) |
| FI:066 | Develop a personal budget (CS) |
| FI:562 | Calculate and determine personal net worth (assets minus liabilities) (CS) |
| FI:067 | Explain the nature of tax liabilities for individuals and businesses (PQ) |
| FI:068 | Interpret the information on a pay stub (PQ) |
| FI:560 | Complete required bank account documents (PQ) |
| FI:069 | Maintain accurate personal financial records (PQ) |
| FI:070 | Read and reconcile bank statements to track spending (PQ) |
| FI:782 | Calculate the true cost of credit, including interest (CS) |
| FI:071 | Demonstrate responsible use of credit (CS) |
| FI:072 | Verify and understand credit history and credit reports (CS) |
| FI:783 | Make informed personal financial decisions (CS) |
| FI:073 | Identify ways to protect against identity theft (CS) |
| FI:565 | Pay bills on time and keep records of payments (CS) |
| FI:625 | Complete an application for a consumer loan (SP) |
| FI:568 | Control and manage personal debt levels (CS) |
| FI:074 | Prepare personal income tax returns (CS) |
| FI:569 | Discuss the basics of planning for retirement (CS) |
| FI:572 | Explain the fundamentals of estate planning (CS) |
| FI:075 | Describe the types of financial‑services providers (banks, credit unions, investment firms) (CS) |
| FI:076 | Discuss factors to consider when selecting a financial‑services provider (CS) |
| FI:077 | Explain different types of investments (stocks, bonds, mutual funds, real estate) (CS) |
| FI:081 | Describe the role and purpose of insurance (risk management, protection) (CS) |
| FI:579 | Explain why accurate financial information is essential (CS) |
| FI:085 | Describe the basic concept of accounting and its uses (CS) |
| FI:351 | Discuss ethical considerations in accounting practices (SP) |
| FI:352 | Explain how technology is used in modern accounting (SP) |
| FI:353 | Identify legal requirements affecting accounting (SP) |
| FI:091 | Describe the components and purpose of a cash flow statement (SP) |
| FI:093 | Explain the components and purpose of a balance sheet (SP) |
| FI:094 | Describe the components and purpose of an income statement (SP) |
| FI:354 | Explain the role of finance within a business environment (CS) |
| FI:355 | Discuss ethical considerations in financial decision‑making (SP) |
| FI:356 | Identify legal issues that affect financial management (SP) |
| FI:106 | Describe the purpose and structure of a budget (SP) |
| FI:327 | Verify the accuracy of vendor or service bills before payment (CS) |
More Marketing areas
- Business Administration1 entries
- Business Law17 entries
- Channel Management17 entries
- Communication Skills51 entries
- Customer Relations16 entries
- Economics47 entries
- Emotional Intelligence54 entries
- Entrepreneurship4 entries
- Human Resources Management5 entries
- Information Management46 entries
- Market Planning13 entries
- Marketing9 entries
About this study catalogue
This reference uses DecA(I)de's bundled deca-pis.json and
decaidevocab.json study datasets. Counts are entries, not unique
indicators or terms; the same item can appear in multiple groups. Code punctuation
and display formatting are normalized.
Personal Financial Literacy uses benchmark-style codes such as 4-1a,
distinct from business performance-indicator codes such as BL:003.
The bundled files do not include an edition, source-document citation or licensing
record. We have not verified every entry against current official wording.
Consult DECA's competitive-event resources
and your advisor for the current requirements for your event.
Found a discrepancy? Contact DecA(I)de support with the page URL and the relevant source document.
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