1 / 12

FIN 420 UOP TUTORIAL / Uoptutorial

FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals FIN 420 Week 1 DQ 1 FIN 420 Week 1DQ 2 FIN 420 Week 2 Individual Assignment Worksheets 6 and 7 FIN 420 Week 2 LT Deliverable (Update on Final Project) FIN 420 Week 2 DQ 1 FIN 420 Week 2DQ 2 FIN 420 Week 3 Individual Assignment Personal Financial Plan FIN 420 Week 3 LT Deliverable (Update on Final Project) FIN 420 Week 3 DQ 1 FIN 420 Week 3 DQ 2 FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal FIN 420 Week 4 LT Deliverable (Update on Final Project) FIN 420 Week 4 DQ 1 FIN 420 Week 4 DQ 2 FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan FIN 420 Week 5 DQ 1 FIN 420 Week 5 DQ 2

hanvi
Download Presentation

FIN 420 UOP TUTORIAL / Uoptutorial

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. FIN 420 UOP Courses For more course tutorials visit www.uoptutorial.com Get Ready to grant success at exam by shop at uoptutorial

  2. FIN 420 UOP Courses FIN 420 Entire Course FIN 420 WEEK 1 DQ 1 • FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals FIN 420 Week 1 DQ 1 FIN 420 Week 1DQ 2 FIN 420 Week 2 Individual Assignment Worksheets 6 and 7 FIN 420 Week 2 LT Deliverable (Update on Final Project) FIN 420 Week 2 DQ 1 FIN 420 Week 2DQ 2 • Describe your current budgeting system. What factors influence your financial decisions? What are the benefits or concerns of your current budgeting system?

  3. FIN 420 UOP Courses FIN 420 WEEK 1 DQ 2 FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals • Ch. 1 of Focus on Personal Finance introduces eight components of personal financial planning. Describe three components of personal financial planning. Visit one of the Key websites suggested on the corresponding pages of Focus on Personal Finance for each of the three components you described. What information did you find most valuable • FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals • Resources: Creating Financial Goals chart in Ch. 1 of Focus on Personal Finance • Specify at least one short-term, one intermediate, and one long-term financial goal

  4. FIN 420 UOP Courses FIN 420 WEEK 2 DQ 1 FIN 420 WEEK 2 DQ 2 • Consider your personal cash flows. How would you adjust cash outflows (i.e. adjust your budget) if your household income was cut in half? If your cash inflows increased, how would you reallocate your surplus to meet your personal needs and objectives? How do you use credit as a part of your personal financial plan? • Many different types of financial institutions exist. Differentiate between deposit institutions and non-deposit institutions. Provide two examples of deposit and non-deposit financial institutions with a brief explanation of each. How can you use each of these financial institutions to manage your cash flows and develop or enhance your personal financial plan

  5. FIN 420 UOP Courses FIN 420 Week 2 Individual Assignment Worksheets 6 and 7 FIN 420 Week 2 LT Deliverable • FIN 420 Week 2 Individual Assignment Worksheets 6 and 7 • Resource: Ch. 2 of Focus on Personal Finance • Complete Worksheets 6 and 7 of Your Personal Financial Plan at the end of Ch. 2 of Focus on Personal Finance. • FIN 420 Week 2 LT Deliverable (Update on final Project)

  6. FIN 420 UOP Courses FIN 420 Week 3 Individual Assignment Personal Financial Plan FIN 420 WEEK 3 DQ 1 • FIN 420 Week 3 Individual Assignment Personal Financial Plan • Resources: Focus on Personal Finance and Worksheets 6 and 7 • A. Create a Personal Financial Plan in which you do the following: • Evaluate your personal risk tolerance using Exhibit 11-2 A Quick Test to Measure Investment Risk in Ch. 11 of Focus on Personal Finance. Based on your results, were you considered more conservative or less conservative? What factors affected your investment choices? Consider a friend or family member who is more conservative or

  7. FIN 420 UOP Courses FIN 420 WEEK 3 DQ 2 FIN 420 Week 3 LT Deliverable • Financial experts agree that having an emergency fund is an essential component of a comprehensive financial plan. However, advice regarding the number of months of household expenses the emergency fund should cover varies between 3 and 9 months. Taking into account the current financial environment, how many months of expenses would you recommend for an emergency fund and why? What are three investment options that • FIN 420 Week 3 LT Deliverable (Update on Final Project)

  8. FIN 420 UOP Courses FIN 420 Week 4 DQ 1 FIN 420 Week 4 DQ 2 • Adjustable rate mortgages (ARMs) have received a great deal of bad press due to the tremendous number of foreclosures resulting from families who could not afford the loan payments once the interest rates increased. Do you believe this • Visit a site such as www.bankrate.com to determine current rates for both a 60-month and a 36-month loan on a new car where the buyer must finance $20,000. Using the loan calculator, what is the difference in monthly payments between the 60-month loan and the 36-month loan? Review the amortization tables

  9. FIN 420 UOP Courses FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal FIN 420 Week 4 LT Deliverable • FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal • Your team is a Personal Financial Planning team. Your client has hired your firm to provide an overview of common investment options, explain the current financial environment, and recommend the most suitable investment options based • FIN 420 Week 4 LT Deliverable (Update on Final Project)

  10. FIN 420 UOP Courses FIN 420 Week 5 DQ 1 FIN 420 Week 5 DQ 2 • Life insurance is a topic many people do not like to discuss, but understanding your family’s needs and planning appropriately in the event of a premature death is also part of a comprehensive financial plan. Outlined in Ch. 10 are four methods for estimating life insurance needs. Which insurance options are most appropriate for your family • Consider your current financial plan. Based on what you have learned about your financial goals, risk tolerance, and risk and return of various investment options, what adjustments should you make to the asset allocation of your investment portfolio? What specific actions do you need to take to make those adjustments or to establish your investment

  11. FIN 420 UOP Courses FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan • FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan • Your team is a Personal Finance Planning team. The head of your firm has asked you to create a draft of certain sections of a new company training manual relating to evaluation of a financial plan, including determining personal insurance needs

  12. FIN 420 UOP Courses For more course tutorials visit www.uoptutorial.com Get Ready to grant success at exam by shop at uoptutorial

More Related