Fin 420 week 5 learning team assignment evaluate a financial plan

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.

Connect with a professional writer in 5 simple steps

Please provide as many details about your writing struggle as possible

Academic level of your paper

Type of Paper

When is it due?

How many pages is this assigment?

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.

·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.

Looking for a Similar Assignment? Let us take care of your classwork while you enjoy your free time! All papers are written from scratch and are 100% Original. Try us today! Use Code FREE20