Title: FIN 420 TUTORIALS Teaching Resources / fin420tutorials.com
1FIN 420 TUTORIALS Teaching Resources /
fin420tutorials.com
2 FIN 420 TUTORIALS Teaching Resources
FIN 420 Entire Course FOR MORE CLASSES
VISIT www.fin420tutorials.com 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 Team The Johnsons
3 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin420tutorials.com Describe your
current budgeting system. What factors influence
your financial decisions? What are the benefits
or concerns of your current budgeting system?
4 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 1 DQ 2 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
5 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 1 Individual Assignment Personal
Finance Mission Statement FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
6 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 1 Personal Finance Mission
Statement FOR MORE CLASSES VISIT www.fin420tut
orials.com 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
7 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 2 Case Study Carol Jones FOR MORE
CLASSES VISIT www.fin420tutorials.com FIN 420
Week 2 Case Study Carol Jones Case Study Carol
Jones Carol works as a business representative
for an import/export company. Her job provides
her with the opportunity to travel and experience
new things. Because she travels so much, Carol
feels that she does not have a handle on her
finances. She has decided to pay a visit to a
financial
8 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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?
9 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 2 DQ 2 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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?
10 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 2 Team The Johnsons FOR MORE
CLASSES VISIT www.fin420tutorials.com FIN 420
Week 2 Learning Team The Johnsons Review Case 1,
The Johnsons Decide to Buy a Car, p. 245.
Complete the questions. Click the Assignment
Files tab to submit your assignment.
11 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 3 Bond Ratings FOR MORE CLASSES
VISIT www.fin420tutorials.com 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)
12 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 3 DQ 1 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
13 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 3 DQ 2 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
14 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 3 Team Mutual Funds Analysis FOR
MORE CLASSES VISIT www.fin420tutorials.com 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.
15 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 4 DQ 1 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
16 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 4 DQ 2 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
17 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 4 Team Life Insurance Paper FOR
MORE CLASSES VISIT www.fin420tutorials.com 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
18 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 4 Team Life Insurance Presentation
FOR MORE CLASSES VISIT www.fin420tutorials.com
FIN 420 Week 4 Team Life Insurance Presentation
Include the following 5. Compare and contrast
the various forms of life insurance. 6. Describe
the provisions of life insurance policies.
7. Evaluate and explain the methods used to
calculate life insurance needs, and 8. Make any
general recommendations. Format your paper
consistent with APA
19 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 4 Textbook Problems FOR MORE
CLASSES VISIT www.fin420tutorials.com 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.
20 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 5 DQ 1 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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
21 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 5 DQ 2 FOR MORE CLASSES
VISIT www.fin420tutorials.com 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?
22 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 5 Research and Reflect FOR MORE
CLASSES VISIT www.fin420tutorials.com FIN 420
Week 5 Research and Reflect Choose one major
concept from this course. Research this concept
within the University Library. Write a 350- to
700-word summary of your research. Apply what you
learned to your own personal or professional
life. Click the Assignment Files tab to submit
your Microsoft Word document FIN 420 WEEK 5
23 FIN 420 TUTORIALS Teaching Resources
FIN 420 Week 5 Team Scenario Assignment FOR
MORE CLASSES VISIT www.fin420tutorials.com 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
24FIN 420 TUTORIALS Teaching Resources /
fin420tutorials.com