FIN 420 TUTORIALS Experience Tradition / fin420tutorials.com

Page 1

FIN 420 Entire Course

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals FIN 420 Week 1 DQ 1 FIN 420 Week 1 DQ 2 FIN 420 Week 2 Team The Johnsons FIN 420 Week 2 Case Study Carol Jones FIN 420 Week 2 DQ 1 FIN 420 Week 2 DQ 2 FIN 420 Week 3 Team Mutual Funds Analysis FIN 420 Week 3 Bond Ratings FIN 420 Week 3 DQ 1 FIN 420 Week 3 DQ 2 FIN 420 Week 4 Textbook Problems FIN 420 Week 4 Team Life Insurance Paper FIN 420 Week 4 Team Life Insurance Presentation FIN 420 Week 4 DQ 1 FIN 420 Week 4 DQ 2 FIN 420 Week 5 Team Scenario Assignment FIN 420 Week 5 Research and Reflect ==============================================

FIN 420 Week 1 Individual Assignment Personal Finance Mission Statement


FOR MORE CLASSES VISIT www.fin420tutorials.com Write a 350- to 700-word personal finance mission statement that describes where you want to be financially and how you want to get there. Communicate the following in your mission statement: Personal values Financial goals Future vision An easy action to take to meet your mission A difficult action to take to meet your mission Format your assignment consistent with APA guidelines. Note. The information that students use in individual assignments remains confidential between the student and the instructor. Click the Assignment Files tab to submit your assignment. ==============================================

FIN 420 Week 1 Personal Finance Mission Statement

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 1 Personal Finance Mission Statement Write a 350- to 700-word personal finance mission statement that describes where you want to be financially and how you can get there. Communicate the following in your mission statement: 1.Personal values 2. Financial goals 3.Future vision 4.An easy action to take to meet your mission 5.


A difficult action to take to meet your mission Format your assignment consistent with APA guidelines. Use a separate section header for each of the 5 requirements. Points are deducted for not using these headers. Note: The information that students use in individual assignments remains confidential between the student and the instructor. Click the Assignment Files tab to submit your MicrosoftÂŽ Word document. ==============================================

FIN 420 Week 2 Case Study Carol Jones

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 2 Case Study: Carol Jones Case Study: Carol Jones Carol works as a business representative for an import/export company. Her job provides her with the opportunity to travel and experience new things. Because she travels so much, Carol feels that she does not have a handle on her finances. She has decided to pay a visit to a financial advisor for help. Assignment Requirements: MicrosoftÂŽ Excel spreadsheet with Three (3) Sheets: Create the following financial analyses using the information provided for Carol (Hint: first identify each item as an Asset, Liability, Cash Inflow or Cash Outflow): Sheet 1.a Balance Sheet, including a line item showing Carol's overall Net Worth. Sheet 2.a Cash Flow Statement, for a single month, including a line item showing Carol's overall Net Cash Flow. Organize cash outflows by Debt payments and Expenses, with subtotals for each. Format these 2 sheets professionally and consistently. APA formatting is NOT required. Sheet 3. Write a concise (1 paragraph each) response that addresses each the following items: 1. Apply financial planning concepts to advise Carol and explain how Carol can benefit from


financial planning. Describe the benefits of using financial statements in financial planning. 2. Explain strategies that Carol can use to increase her net worth. How does this affect her cash flow? 3. Describe the sources available for asset management. 4. Compile a list of legal protections that can be used to protect Carol's assets. ==============================================

FIN 420 Week 2 Team The Johnsons

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 2 Learning Team: The Johnsons Review Case 1, “The Johnsons Decide to Buy a Car�, p. 245. Complete the questions. Click the Assignment Files tab to submit your assignment. ==============================================

FIN 420 Week 3 Bond Ratings

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 3 Bond Ratings Research bond information within the University Library or the Internet. Answer the following: 1.What type of information about bonds is available on the Internet? How can you use this information within your personal or professional life? (90- to 175-


words) 2. Explain what the following bond ratings mean for investors (20 to 40 words each): 1. AAA 2. BBB 3. B 4. CC Format your assignment consistent with APA guidelines. Use a separate section header for each of the requirements, and sub-headers for items under each. Points are deducted for not using these headers. Click the Assignment Files tab to submit your MicrosoftÂŽ Word document. ==============================================

FIN 420 Week 3 Team Mutual Funds Analysis

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 3 Team Mutual Funds Analysis Research a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth. Identify one mutual fund from that family for each of the following categories: Actively managed common stock fund. Fixed income fund. Balanced fund. International fund. Fund devoted to retirement investing. Write a 1050- to 1400-word paper including an evaluation for each mutual fund using attached checklist. Do not submit this checklist with your assignment, but use it as a guide in evaluating the characteristics of each fund. Include the following in your evaluation: Analysis of the characteristics of each fund. Recommendation of the type of investor to which each fund is suited. Format your paper consistent with APA guidelines. Use a separate section header for each of the mutual funds, and sub-headers for items under each. Points are deducted for not using these headers. Click the Assignment Files tab to submit your MicrosoftÂŽ Word document. Submit only 1 file for your assignment. ==============================================


FIN 420 Week 4 Team Life Insurance Paper

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 4 Team Life Insurance Paper Write a 1,150- to 2,000word paper about life insurance that explains some basics to a potential purchaser. Include the following: 1. Compare and contrast the various forms of life insurance. 2. Describe the provisions of life insurance policies. 3. Evaluate and explain the methods used to calculate life insurance needs, and 4. Make any general recommendations. Format your paper consistent with APA guidelines. Use a separate section header for each of the 4 requirements, and sub-headers for items under each. Points are deducted for not using these headers. Click the Assignment Files tab to submit your assignment. Submit only 1 file for your assignment. ==============================================

FIN 420 Week 4 Team Life Insurance Presentation

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 4 Team Life Insurance Presentation Include the following: 5. Compare and contrast the various forms of life insurance. 6. Describe the provisions of life insurance policies. 7.


Evaluate and explain the methods used to calculate life insurance needs, and 8. Make any general recommendations. Format your paper consistent with APA guidelines. Use a separate section header for each of the 4 requirements, and sub-headers for items under each. Points are deducted for not using these headers. Click the Assignment Files tab to submit your assignment. Submit only 1 file for your assignment. ==============================================

FIN 420 Week 4 Textbook Problems

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 4 Textbook Problems Write a 175- to 350-word response to Case 6 on p. 317 in Ch. 10 of Personal Finance. Complete “Do the Math”, #2 on p. 344 in Ch. 11 of Personal Finance. Complete #1, “Calculating Life Insurance Need”, on p. 376 in Ch. 12 of Personal Finance. Click the Assignment Files tab to submit your assignment. ==============================================

FIN 420 Week 5 Research and Reflect

FOR MORE CLASSES VISIT www.fin420tutorials.com


FIN 420 Week 5 Research and Reflect Choose one major concept from this course. Research this concept within the University Library. Write a 350- to 700-word summary of your research. Apply what you learned to your own personal or professional life. Click the Assignment Files tab to submit your MicrosoftÂŽ Word document FIN 420 WEEK 5 Research and Reflect ==============================================

FIN 420 Week 5 Team Scenario Assignment

FOR MORE CLASSES VISIT www.fin420tutorials.com FIN 420 Week 5 Team Scenario Assignment Choose one of the four following life situations: 1. Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund. 2. Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt. 3. 24-yearold single woman, college graduate, engineer, and $20,000 savings. 4. 74-year-old widower, excellent pension, $500,000, long-term care insurance, and three children. Create a 700- to 1,050-word analysis in which you do the following: 1. Describe the risk tolerance for the life situation selected. 2. Recommend an asset allocation (specify percentage allocated to each asset group) to match that risk. 3. Develop an investment portfolio that meets their needs. 4. Consider and recommend any insurance that is appropriate. 5. Specify any estate planning tools necessary to protect the family and their assets. Format your paper consistent with APA guidelines. Use a separate section header for each of the 5 requirements. Points are deducted for not using these headers. Click the Assignment Files tab to submit your MicrosoftÂŽ Word document. Submit only 1 file for your assignment. ==============================================



Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.