FIN 420 learning consultant / tutorialrank.com

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FIN 420 learning consultant/
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• FIN 420 Entire Course (UOP Course)

• FIN 420 Week 1 DQ 1 (UOP Course)

• 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 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 2 DQ 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

• Describe your current budgeting system. What
  factors influence your financial decisions? What
  are the benefits or concerns of your current
  budgeting system?

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• FIN 420 Week 1 DQ 2 (UOP Course)

• FIN 420 Week 1 Individual Assignment Personal
  Finance Mission Statement

• 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?

• 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

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• FIN 420 Week 4 Individual Assignment Risk
  Management Problem, Set II (UOP Course)

• FIN 420 Week 4 LT Assignment Risk Management
  Summary Chapter 17 A-1 (UOP Course)

• Individual Assignment Risk Management Problem,
  Set II
• Resource Foundations of Finance
• Prepare written responses to the following
  assignments from the text
• Ch. 17 Study Problems 17-1, 17-2, and 17-5
• FIN 420 Week 4 Assignment Risk Management
  Problem, Set II

• Learning Team Assignment Risk Management Summary
• Resource Foundations of Finance
• Prepare written responses to the Mini Case
  problems from the text
• Ch. 17 Problems A-I
• Prepare a 350- to 700-word summary in which you
  compare and contrast at least two risk management
  tools and techniques from forward contracts,
  future contracts, and derivatives.

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• FIN 420 Week 2 DQ 1 (UOP Course)

• FIN 420 Week 2 DQ 2 (UOP Course)

• Consider your personal cash flows. How would you
  adjust cash outflows (i.e. adjust your budget) if
  your household income was cut in half? If your
  cash inflows increased, how would you reallocate
  your surplus to meet your personal needs and
  objectives? How do you use credit as a part of
  your personal financial plan?

• 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.
  How can you use each of these financial
  institutions to manage your cash flows and
  develop or enhance your personal financial plan?

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• FIN 420 Week 2 Individual Assignment Personal
  Finance Problems and Summary

• FIN 420 Week 2 Personal Finance Quiz

• Complete the Personal Finance Problems - Week 2.
• Write a 750- to 1,050-word summary of the
  problems in which the team includes the
  following
• What influence does present and future value of
  money have on the different scenarios?
• What is the role of risk in determining
  decisions to diversify or how assets are
  allocated?
• Submit the team's answers to the questions
  including all calculations and a summary of the
  results.
• Click the Assignment Files tab to submit your
  assignment

• 1 Carla Lopez deposits 2,500 a year into her
  retirement account. If these funds have an
  average earning of 8 percent over the 40 years
  until her retirement, what will be the value of
  her retirement account?
• 2 An ATM with a service fee of 2 is used by a
  person 100 times in a year. What would be the
  future value in 10 years (use a 3 percent rate)
  of the annual amount paid in ATM fees?
• 3 If a person spends 10 a week on coffee
  (assume 500 a year)

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• FIN 420 Week 3 DQ 1 (UOP Course)

• FIN 420 Week 3 DQ 2 (UOP Course)

• 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? What factors
  affected your investment choices? Consider a
  friend or family member who is more conservative
  or less conservative than you. How do their money
  management behaviors differ from your own?

• Financial experts agree that having an emergency
  fund is an essential component of a comprehensive
  financial plan. However, advice regarding the
  number of months of household expenses the
  emergency fund should cover varies between 3 and
  9 months. Taking into account the current
  financial environment, how many months of
  expenses would you recommend for an emergency
  fund and why?

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• FIN 420 Week 3 Individual Problem Worksheet

• FIN 420 Week 3 Learning Team Problems

• 1. Complete Worksheet 37 in Focus on Personal
  Finance, Your Financial Plan Evaluating
  Corporate Bonds.
• 2. Explain the principle of asset allocation.
  Using the Internet or library research, prepare a
  2-minute presentation describing why the
  principle of asset allocation is important when
  establishing an investment program.
• 3. Assume you are 59 years old, want to retire in
  6 years, and currently have an investment
  portfolio valued at 550,000 invested in
  technology stocks. After talking with friends and
  relatives, you have decided that you have too
  many eggs in one basket.

• Assume that you are choosing an investment for
  your retired parents. What are the advantages and
  disadvanges of each of the following?
• o a bond issued by the federal government,
• o a state or local government,
• o or a corporation?

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• FIN 420 Week 4 DQ 1 (UOP Course)

• FIN 420 Week 4 DQ 2 (UOP Course)

• 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. Do you believe this
  loan option was used appropriately in recent
  years? Why or why not? Under what circumstances
  does the use of ARMs make sense? Please explain.

• 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 the difference in
  total interest one would pay over the life of
  these two loans? What do these differences show
  you about the true cost of the car?

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• FIN 420 Week 4 Individual Assignment Mutual Fund
  Evaluation

• FIN 420 Week 4 Personal Finance Quiz

• Choose 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

• 1 As a stockholder of Kentucky Gas and Oil, you
  receive its annual report. In the financial
  statements, the firm reported after-tax earnings
  of 1,200,000 and has issued 1,500,000 shares of
  common stock. The stock is currently selling for
  24 a share. What is the per earnings share for
  Kentucky Gas and Oil?

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• FIN 420 Week 5 DQ 1 (UOP Course)

• FIN 420 Week 5 DQ 2 (UOP Course)

• Life insurance is a topic many people do not like
  to discuss, but understanding your familys needs
  and planning appropriately in the event of a
  premature death is also part of a comprehensive
  financial plan. Outlined in Ch. 10 are four
  methods for estimating life insurance needs.
  Which insurance options are most appropriate for
  your family situation? Based on what you have
  identified as most appropriate for you, do you
  currently have enough life insurance? If not, how
  can you close this gap?

• 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? What specific actions do you need to
  take to make those adjustments or to establish
  your investment portfolio? What adjustments will
  you need to make to your budget and investment
  portfolio to include adequate insurance?

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FIN 420 learning consultant/ tutorialrank
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