This report describes the Career Preparation Initiative in Financial Services (CPI-FS), a tech prep program in financial services based at Harold Washington College and Jones Metropolitan High School. Two key features are the redesign of similar programs operating at both schools to reflect elements of the tech prep model and the use of a large public-private planning committee. Major accomplishments are detailed: identification of 137 performance standards in 6 skill categories that employers expect in high quality entry-level employees, translation of them into 29 learning objectives, development of an employer recruitment video and brochure and general marketing piece, and formation of a curriculum committee of secondary and postsecondary academic and vocational teachers. The nine-page report is followed by these attachments: list of Full Implementation Team members; proposed financial services career trainee performance standards; list of learning objectives; career preparation educational philosophy; CPI-FS proposed academic and social policy; curriculum committee members and scope of work and assignments; advisory board members; Request for Proposal: Marketing Material for CPI-FS; list of chief executive officers (CEOs) participating in the video; talking points and interview questions for CEOs in the video project; brochures; meeting agendas; and publicity materials. (YLB)