html5-img
1 / 12

FIN 420 Tutorials / fin420dotcom

FIN 420 Entire Course<br>For more course tutorials visit<br>www.fin420.com<br><br>FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals<br>FIN 420 Week 1 DQ 1<br>FIN 420 Week 1DQ 2<br>FIN 420 Week 2 Individual Assignment Worksheets 6 and 7<br>FIN 420 Week 2 LT Deliverable (Update on Final Project)<br>FIN 420 Week 2 DQ 1<br>FIN 420 Week 2DQ 2<br>FIN 420 Week 3 Individual Assignment Personal Financial Plan<br>FIN 420 Week 3 LT Deliverable (Update on Final Project)<br>FIN 420 Week 3 DQ 1<br>FIN 420 Week 3DQ 2<br>FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal<br> <br>FIN 420 Week 4 LT Deliverable (Update on Final Project)<br>FIN 420 Week 4 DQ 1<br>FIN 420 Week 4DQ 2<br>FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan<br>FIN 420 Week 5 DQ 1<br>FIN 420 Week 5 DQ 2<br>

student604
Download Presentation

FIN 420 Tutorials / fin420dotcom

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 420Tutorials / fin420dotcom

  2. FIN 420Tutorials FIN 420 Entire Course FIN 420 Entire Course • 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 4 LT Deliverable (Update on Final Project) • FIN 420 Week 4 DQ 1 • FIN 420 Week 4DQ 2 • FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan • FIN 420 Week 5 DQ 1 • FIN 420 Week 5 DQ 2

  3. FIN 420Tutorials FIN 420 Week 1 DQ 1 FIN 420 Week 1 DQ 2 • Describe your current budgeting system. What factors influence your financial decisions? What are the benefits or concerns of your current budgeting system? • 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?

  4. FIN 420Tutorials FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals FIN 420 Week 2 DQ 1 • 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. • What is a limited liability corporation? • What is a limited liability partnership? • What are the differences? • What are the advantages and disadvantages of each?

  5. FIN 420Tutorials FIN 420 Week 2 DQ 2 FIN 420 Week 2 Individual Assignment Worksheets 6 and 7 • 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. • What are some risk management techniques? • How would you use portfolio management to assess the risk and return of an investment? • Predict how the results would be different based on different risk preferences?

  6. FIN 420Tutorials FIN 420 Week 2 LT Deliverable (Update on Final Project) FIN 420 Week 3 DQ 1 • FIN 420 Week 2 LT Deliverable (Update on Final Project) • 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?

  7. FIN 420Tutorials FIN 420 Week 3 DQ 2 FIN 420 Week 3 Individual Assignment Personal Financial Plan • What is a loan amortization schedule? • How would you use it determine your loan interest rate? • What factors would impact your choice between two loans? • 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.

  8. FIN 420Tutorials FIN 420 Week 3 LT Deliverable (Update on Final Project) FIN 420 Week 4 DQ 1 • FIN 420 Week 3 LT Deliverable (Update on Final Project) • 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.

  9. FIN 420Tutorials FIN 420 Week 4 DQ 2 FIN 420aFIN 420 Week 4 Learning Team Assignment Market Analysis ProposalWeek 3 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 an asset? • What is a liability? • What is the difference between assets and liabilities? • Can an organization operate without current liabilities? Explain

  10. FIN 420Tutorials FIN 420 Week 4 LT Deliverable (Update on Final Project) FIN 420 Week 5 DQ 1 • FIN 420 Week 4 LT Deliverable (Update on Final Project) • 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.

  11. FIN 420Tutorials FIN 420 Week 5 DQ 2 FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan • 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? • 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.

  12. FIN 420Tutorials

More Related