1. FIN 420 Entire course
(Personal Financial Planning)
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Individual Resources: Creating Financial Goals chart in Ch. 1 ofFocus on Personal Finance
Specify at least one short-term, one intermediate, and one long-term financial goal.
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Identify Personal Financial 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
Goals to write your action plan.
Note. The information that students use in individual assignments remains confidential
between the student and the instructor.
Individual Resource: Ch. 2 of Focus on Personal Finance
Complete Worksheets 6 and 7 of Your Personal Financial Plan at the end of Ch. 2
Worksheets 6 and 7 of Focus on Personal Finance.
Use Microsoft® Excel® to complete the worksheets.
Note. The information that students use in individual assignments
remains confidential between the student and the instructor.
Individual Resources: Focus on Personal Finance and Worksheets 6 and 7
Create a Personal Financial Plan in which you do the following:
Personal Financial Plan
Revise your financial goals from Week One based on the knowledge you
gained in previous weeks.
Include Worksheets 6 and 7 of Your Personal Financial Plan completed in
Week Two.
Make necessary adjustments to your worksheets.
Write a 350- to 700-word paper 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 consistent with APA guidelines.
Note. The information that students use in individual assignments
remains confidential between the student and the instructor.
Individual You are a Personal Financial Planner. Your client has hired you to
provide an overview of common investment options, explain the
Market Analysis Proposal current financial environment, and recommend the most suitable
investment options based on personal financial goals. Assume your
client has the same personal goals and tolerance for risk you
identified for yourself in previous weeks. You may change or add
goals, if necessary.
Resources: Key websites from the margins of Focus on Personal Finance
Write a 700- to 1,050-word proposal in which you address the following:
List your client’s personal financial goals.
Summarize the risk and return of three common investment options.

2. 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.
Be prepared to defend your recommendation in class.
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 consistent with APA guidelines.
Note. The information that students use in individual assignments
remains confidential between the student and the instructor.
Learning Team Your team is a Personal Finance Advisement team hired to evaluate a
financial plan, determine personal insurance needs, compare loan
Evaluate a Financial Plan options, adjust asset allocation relative to personal financial goals,
and calculate the present and future value of money saved.
Resource: Scenario provided by Facilitator
Create an 8- to 10-slide PowerPoint® presentation in which you evaluate
the financial plan and conduct a personal financial analysis using
relevant financial tools and data.
Include detailed speaker notes, graphics, and at least one chart.
Include in your presentation the following:
Determine personal insurance needs and justify your reasoning.
Compare elements of fixed-rate and adjustable-rate loans.
Make a recommendation based on the personal financial goals of your client.
Adjust asset allocation relative to the client’s personal financial goals and
provide your rationale.
Calculate the present and future value of money saved based on your
recommendations.
Format your presentation and references consistent with APA
guidelines.