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Flashcards in FIN 420 UOP Tutorials,FIN 420 UOP Assignments,FIN 420 UOP Entire class Deck (18):
1

FIN 420 Week 5 Learning Team Assignment Evaluate A Financial Plan Presentation
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FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan Presentation

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, comparing loan options, adjusting asset allocation relative to personal financial goals, and calculating the present and future value of money saved.

Write a 1200- to 1,500-word paper using MS Word® in which you explain how to evaluate a financial plan and conduct a personal financial analysis using relevant financial tools and data. Include in your paper the following (each bullet should be a separate APA section header):

Determining personal insurance needs of clients in different situations; justify your reasoning.

Comparing elements of fixed-rate and adjustable-rate loans, including benefits and risks of each.

Making a recommendation as to which loan is most appropriate based on the personal financial goals of clients in different situations; justify your reasoning.

Adjusting asset allocation relative to the personal financial goals of clients in different situations; provide your rationale.

Calculating the present and future value of money saved based on a Financial Planner’s recommendations. Give one example of each calculation.

Format your paper and references consistent with APA guidelines.

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2

FIN 420 Week 5 DQ 2
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FIN 420 Week 5 DQ 2

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 portfolio? What adjustments will you need to make to your budget and investment portfolio to include adequate insurance?

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3

FIN 420 Week 5 DQ 1
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FIN 420 Week 5 DQ 1

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 situation? Based on what you have identified as most appropriate for you, do you currently have enough life insurance? If not, how can you close this gap?

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4

FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal
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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 on personal financial goals. Determine and agree on assumptions for your client’s personal goals and tolerance for risk (as you identified for yourselves in previous weeks; you may change or add goals, if desired).

Resources: Key websites from the margins of Focus on Personal Finance

Write a 1200- to 1,500-word proposal using MS Word® in which you address the following (each bullet should be a separate APA section header):

List your client’s personal financial goals.

Summarize the risk and return of three common investment options.

Explain the current financial environment with regard to economic conditions, investment options, and your client’s personal financial goals.

Describe the Investment Risk Tolerance of your client.

Make a recommendation to your client as to which investment options would help your client reach his or her personal financial goals. (Collaborate on this first in the team forum with each member submitting one recommendation for discussion and agreement on the best one to include in the proposal.)

- Your proposal may be written to the client directly, or to the head of your firm to whom you report, as you choose.

Include as a reference at least one of the Key websites from the margins in Ch. 1 of Focus on Personal Finance.

Format your proposal and references consistent with APA guidelines.

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5

FIN 420 Week 4 Learning Team Assignment Deliverable
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FIN 420 Week 4 Learning Team Assignment Deliverable

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6

FIN 420 Week 4 DQ 2
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FIN 420 Week 4 DQ 2

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. What is the difference in total interest one would pay over the life of these two loans? What do these differences show you about the true cost of the car?

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7

FIN 420 Week 4 DQ 1
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FIN 420 Week 4 DQ 1

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 loan option was used appropriately in recent years? Why or why not? Under what circumstances does the use of ARMs make sense? Please explain.

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8

FIN 420 Week 3 Learning Team Assignment Deliverable Update On Final Project
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FIN 420 Week 3 Learning Team Assignment Deliverable Update on Final Project

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9

FIN 420 Week 3 Individual Assignment Personal Financial Plan
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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:

1) Revise your financial goals from Week One based on the knowledge you gained in previous weeks.

2) Include Worksheets 6 and 7 of Your Personal Financial Plan completed in Week Two.

3) Make necessary adjustments to your worksheets.

The above portion of this assignment must be presented in a single MS Excel® spreadsheet file (not in an MS Word® document).

Use separate sheets within a single file, 1 for each of the above requirements.

Format your spreadsheet professionally.

B. Write a 350- to 700-word paper using MS Word® analyzing cash flows in relation to the personal needs and objectives you identified. (Word count does not include your revised goals or worksheets.)

Format your paper and references consistent with APA guidelines.

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10

FIN 420 Week 3 DQ 2
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FIN 420 Week 3 DQ 2

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 are appropriate for an emergency fund? Which of these investment options offer the best returns? What reasons might encourage you to forego a higher return on your emergency funds?

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11

FIN 420 Week 3 DQ 1
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FIN 420 Week 3 DQ 1

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 less conservative than you. How do their money management behaviours differ from your own?

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12

FIN 420 Week 2 Learning Team Assignment Deliverable Update On Final Project
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FIN 420 Week 2 Learning Team Assignment Deliverable Update on final Project

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13

FIN 420 Week 2 Individual Assignment Worksheets 6 And 7
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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.

This entire assignment must be presented in a single MS Excel® spreadsheet file (not in an MS Word® document).

Use 2 separate sheets within a single file, 1 for the goals and a 2nd for the action plan.

Format your spreadsheet professionally.

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14

FIN 420 Week 2 DQ 2
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FIN 420 Week 2 DQ 2

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?

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15

FIN 420 Week 2 DQ 1
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FIN 420 Week 2 DQ 1

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?

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16

FIN 420 Week 1 DQ 2
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FIN 420 Week 1 DQ 2

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 on the websites you visited?

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17

FIN 420 Week 1 DQ 1
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FIN 420 Week 1 DQ 1

Describe your current budgeting system. What factors influence your financial decisions? What are the benefits or concerns of your current budgeting system?

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18

FIN 420 Complete Course
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FIN 420 Complete Course

FIN 420 Week 1 DQ 1

FIN 420 Week 1 DQ 2

FIN 420 Week 2 DQ 1

FIN 420 Week 2 DQ 2

FIN 420 Week 2 Individual Assignment Worksheets 6 and 7

FIN 420 Week 2 Learning Team Assignment Deliverable Update on final Project

FIN 420 Week 3 DQ 1

FIN 420 Week 3 DQ 2

FIN 420 Week 3 Individual Assignment Personal Financial Plan

FIN 420 Week 3 Learning Team Assignment Deliverable Update on Final Project

FIN 420 Week 4 DQ 1

FIN 420 Week 4 DQ 2

FIN 420 Week 4 Learning Team Assignment Deliverable

FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal

FIN 420 Week 5 DQ 1

FIN 420 Week 5 DQ 2

FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan Presentation

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