FIN 420 Entire Course

FIN 420 Entire Course

Entire Course Link

https://plus.google.com/u/0/108200033792883877670/posts/dWT4sDYbQKM

 FIN/420 

PERSONAL FINANCIAL PLANNING

 

The Latest Version A+ Study Guide

 

*************************************

FIN 420 Entire Course Link

https://uopcourses.com/category/fin-420/

*************************************

 

 

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:

 

 

 

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. 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 Microsoft® Word document.

 

 
 

 

 

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 2 Case Study: Carol Jones
 

Review the Case Study: Carol Jones document and follow the directions.

Click the Assignment Files tab to submit your assignment.

 

 
 

 

 

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 Microsoft® Word document. Submit only 1 file for your assignment.

 

 
 

 

 

FIN 420 Week 3 Bond Ratings
 

Research bond information within the University Library or the Internet.

Answer the following:

 

 

 

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)
 

 

Explain what the following bond ratings mean for investors (20 to 40 words each): 

 

 

 

AAA
 

 

BBB
 

 

B
 

 

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 Microsoft® Word document.

 

 
 

 

 

FIN 420 Week 4 Team Life Insurance Paper
 

Write a 1,150- to 2,000-word paper about life insurance that explains some basics to a potential purchaser.

Include the following:

 

 

 

Compare and contrast the various forms of life insurance.
 

 

Describe the provisions of life insurance policies.
 

 

Evaluate and explain the methods used to calculate life insurance needs, and
 

 

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
 

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 Team Scenario Assignment
 

Choose one of the four following life situations:

 

 

 

Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.
 

 

Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt.
 

 

24-year-old single woman, college graduate, engineer, and $20,000 savings.
 

 

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:

 

 

 

Describe the risk tolerance for the life situation selected.
 

 

Recommend an asset allocation (specify percentage allocated to each asset group) to match that risk.
 

 

Develop an investment portfolio that meets their needs.
 

 

Consider and recommend any insurance that is appropriate.
 

 

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 Microsoft® Word document. Submit only 1 file for your assignment.
Powered by