FIN 420 UOP TUTORIAL / Uoptutorial

FIN 420 Entire Course

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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

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FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals

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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.

Create an action plan in Microsoft® Excel® for accomplishing your goals.

Follow the Goal-Setting Guidelines described in Ch. 1 of Focus on Personal Finance to write your action plan.

  • 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.
  • Follow guidance provided in the homework hint in the main forum.
  • Format your spreadsheet professionally.

Note. The information that students use in individual assignments remains confidential between the student and the instructor.

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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.

Note. The information that students use in individual assignments remains confidential between the student and the instructor.

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FIN 420 Week 2 LT Deliverable (Update on Final Project)

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FIN 420 Week 2 LT Deliverable (Update on final Project)

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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.

Note. The information that students use in individual assignments remains confidential between the student and the instructor.

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FIN 420 Week 3 LT Deliverable (Update on Final Project)

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FIN 420 Week 3 LT Deliverable (Update on Final Project

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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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FIN 420 Week 4 LT Deliverable (Update on Final Project)

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FIN 420 Week 4 LT Deliverable (Update on Final Project

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FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan

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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, 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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