BUSI 489 - Capstone in Financial Planning

BUSI 489 Discussion Board Forums (2)

Discussion boards are collaborative learning experiences. Therefore, there will be 2 Discussion Board Forums throughout this course. The student is required to provide a thread in response to the provided topic that must be at least 300 words and integrate information drawn from experience and course-related information (books, articles, and presentations). In addition to the thread, the student is required to reply to 2 other classmates’ threads. Each reply must be at least 200 words and integrate information drawn from experience and course-related information (books, articles, and presentations). (MLO: G)

BUSI 489 Mini-Case Assignments (6)

There are 6 short Mini-Case Assignments in the course. These assignments are from the textbook and cover ethics, financial situation analysis, taxes, insurance, investments, retirement, and estate planning. (MLO: D)

BUSI 489 Targeted Financial Plans (6)

The student is required to use a hypothetical case from the textbook to complete sections of a Targeted Financial Plan. These sections will be used to complete the Comprehensive Financial Plan due in Module/Week 8. Each section will cover 1 or more of the financial planning content areas. (MLO: A, B, C, D, E, F)

BUSI 489 Financial Plan Presentation

The student is required to create a PowerPoint presentation of the Comprehensive Financial Plan. In a real-life situation, the PowerPoint would be used to present the plan to the client. Therefore, it must be professional and written in a format that can be easily understood by the client. (MLO: B)

BUSI 489 Comprehensive Financial Plan

Using the Targeted Financial Plans created in Modules/Weeks 1–6 along with additional information, the student is required to complete the Comprehensive Financial Plan for the hypothetical case from the textbook. (MLO: A, B, C, D, E, F)