FIN/420

PERSONAL FINANCIAL PLANNING

The Latest Version A+ Study Guide

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FIN 420 Entire Course Link
https://uopcourses.com/category/fin-420/
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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 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.

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FIN 420 Week 2 Case Study: Carol Jones

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

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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:

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 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:

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 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:
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-year-old 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 Microsoft Word document. Submit only 1
file for your assignment.