FIN 420 Week 5 Learning Team Assignment Evaluate A financial plan Presentation
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FIN 420 Week 5 Learning Team Assignment Evaluate a Financial Plan Presentation
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.
Write a 1200- to 1,500-word paper using MS Word® in which you explain how to evaluate a financial plan and conduct a personal financial analysis using relevant financial tools and data. Include in your paper the following (each bullet should be a separate APA section header):
Determining personal insurance needs of clients in different situations; justify your reasoning.
Comparing elements of fixed-rate and adjustable-rate loans, including benefits and risks of each.
The Business plan on Manage Budget And Financial Plans
Planning a Budget Davis Service Group is a large public limited company employing around 17,000 people. Its shares are quoted on the London Stock Exchange.The business is based on service contracts to source, clean and maintain industrial textiles, such as protective clothing and linens. This is across four key sectors: workwear, healthcare, hotels and restaurants, and general facilities, such as ...
Making a recommendation as to which loan is most appropriate based on the personal financial goals of clients in different situations; justify your reasoning.
Adjusting asset allocation relative to the personal financial goals of clients in different situations; provide your rationale.
Calculating the present and future value of money saved based on a Financial Planner’s recommendations. Give one example of each calculation.
Format your paper and references consistent with APA guidelines.
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