FIN 420 ENTIRE COURSE

FIN 420 ENTIRE COURSE | University Of  Phoenix 

FIN 420 ENTIRE COURSE
 
 
WEEK  1
FIN 420 Week 1 Individual Assignment 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 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 
Format your assignment consistent with APA guidelines.
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 assignment.
Materials
Focus on Personal Finance, Ch.
 
 
WEEK 2 
FIN 420 Week 2  Learning Team Assignment Personal Finance Problems - Week 2 & Summary
 
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.
Materials
Personal Finance Problems Week 2
 
FIN 420 Week 2 Individual Assignment Personal Finance Quiz - Week 2
 
Complete the Personal Finance Quiz - Week 2.
 
 
WEEK 3
FIN 420 Week 3 Individual Assignment Week 3 Problem Worksheet
 
Complete the Week 3 Problem Worksheet
 
 
 
FIN 420 Week 3  Learning Team Learning Team Problems
 
Complete the Week 3 Learning Team Problem Worksheet.
 
 
WEEK 4
FIN 420 Week 4 Individual Assignment Personal Finance Quiz
 
Complete the Personal Finance Quiz - Week 4
 
 
 
 
FIN 420 Week 4 Individual Assignment Mutual Fund Evaluation
 
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 
Write a 350- to 700-word mutual fund evaluation for each mutual fund using the worksheet of your financial plan as a template. 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
 
WEEK 5
FIN 420 Week 5 Individual Assignment Week 5 Problem Worksheet
 
Complete the Week 5 Problem Worksheet.
 
FIN 420 Week 5  Learning Team Assignment Financial Planning in Action
 
Choose a minimum of three of the four following life situations (or use all four): 
Husband/wife, two kids, 1 income, mortgage, good salary, some savings, no college fund 
Divorced, 55 years old, $1.2 million, 2 kids in college, no debt 
24-year-old single woman, college graduate, engineer, $20,000 savings 
74-year-old widower, excellent pension, $500,000, long-term care insurance, three children 
Write a 1,050- to 1,400-word paper in which you do the following: 
Describe the risk tolerance and recommended asset allocation to match that risk for each of the life situations selected. 
Choose some appropriate investments. 
Describe what type of account would be best to hold the investment. Consider and recommend any insurance that is appropriate and any estate planning tools. 
Format your paper consistent with APA guidelines.