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FIN3220 Introduction to Personal Financial Planning

FIN3220 Introduction to Personal Financial Planning
Order ID 53563633773
Type Essay
Writer Level Masters
Style APA
Sources/References 4
Perfect Number of Pages to Order 5-10 Pages
Description/Paper Instructions

FIN3220 Introduction to Personal Financial Planning

The final exam score will be comprised of two scores – one is a final report document (details below) and the second is the presentation of the material in a voice over PPT. The grading rubric is provided below for your information and referral.

Report information: Each student will be assigned a personal finance topic to thoroughly research and write a high-quality, professional-looking, summative report, complete with a minimum of three useful, recommended resources.  Assume your reading audience is a novice as it relates to your topic. Be creative.  This does NOT have to be just another written paper.  Be creative and make it a document someone wants to read and has information that is relevant and pertinent to your topic.

Use Times New Roman 12-size font, double-spaced.  Provide a centered Title of the Topic (use 18 Font for this). I do not have a page expectation or requirement. Write what is necessary to cover your topic and provide the reader quality information.

One suggested approach would be to begin by defining/describing the topic. Then provide the considerations that enter into a decision process, tips, techniques, advice, and/or other aspects that will add value and understanding to the reader.

Conclude with a summary of highlights and at the end of your written narrative. At the end of your summary of highlights section, provide your three useful, recommended resources.

Presentation Information:

Become the expert on your subject. Know your material well. Take 4-5 minutes to give us the “best practices” information. Strive to make the presentation conversational but professional.

You will utilize a slide deck/PPT for this presentation.  You will also record a voice over PPT in lieu of not being able to present in class on the day of the final.

We will not use power points or slide decks for this presentation, as time is critical. Presentations will be given on a random basis (to be discussed in class.) Review the grading rubric below to consider how to make the best presentation possible.

FIN3220 Introduction to Personal Financial Planning Final Exam Grading Rubric

Submitted Report:

Completeness of Coverage                             1   2   3   4   5   6   7   8   9   10

Development of Thought/Critical thinking     1   2   3   4   5   6   7   8   9   10

Quality of Summary Highlights                      1   2   3   4   5   6   7   8   9   10

Format/Professional Appearance                    1   2   3   4   5

Quality of Three Resources                            1   2   3   4   5

Grammar/Spelling/Error-Free                          1   2   3   4   5   6   7   8   9   10

 

Subtotal from Submitted Report:                                     ______ (50 max)

Final Presentation

Criteria Ratings Pts
Content
30 pts

PPT provides a thorough and fully developed analysis of the topic.  PPT thoroughly addresses ideas and concepts.

23 pts

PPT provides an analysis of the case study and addresses questions and concepts. Subject knowledge is competent.

18 pts

PPT provides an elemental analysis of the case study and briefly addresses questions and concepts. Some subject knowledge is evident.

12 pts

PPT does not provide a clear analysis of the case study and questions, concepts and subject knowledge are vague.

30 pts
Written/oral communication
15 pts

The PPT is nearly free from grammatical and mechanical errors; the tone of voice was very clear and easy to follow

12 pts

The PPT is largely free from grammatical errors; voice and tone are fairly clear.

8 pts

The PPT contains significant grammatical and mechanical errors, some of which affect its ability to communicate effectively; voice and tone are somewhat clear and understandable.

4 pts

The PPT contains multiple errors in grammar or mechanics; voice and tone are difficult to hear and follow.

15 pts
Presentation layout
5.0 pts

The layout is visually pleasing and contributes to the overall message with good use of headings and subheadings. Text is appropriate in length and to the point. The background and colors improve the readability of the presentation.

3.0 pts

The layout background and text complement one another and allow the content to be easily read. Fonts are generally easy to read, although at times the use of colors, fonts, italics, bold, and long paragraphs, detracts and does not enhance readability.

0.0 pts

The layout is cluttered, confusing, and does not use spacing, headings, and subheadings to enhance the readability. The text is difficult to read with small point size for fonts, and unsuitable contrasting colors. Poor use of headings, subheadings, indentations, or bold formatting is apparent.

5.0 pts
50

FIN3220 Introduction to Personal Financial Planning

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FIN3220 Introduction to Personal Financial Planning

RUBRIC

QUALITY OF RESPONSE NO RESPONSE POOR / UNSATISFACTORY SATISFACTORY GOOD EXCELLENT
Content (worth a maximum of 50% of the total points) Zero points:  Student failed to submit the final paper. 20 points out of 50:  The essay illustrates poor understanding of the relevant material by failing to address or incorrectly addressing the relevant content; failing to identify or inaccurately explaining/defining key concepts/ideas; ignoring or incorrectly explaining key points/claims and the reasoning behind them; and/or incorrectly or inappropriately using terminology; and elements of the response are lacking. 30 points out of 50:  The essay illustrates a rudimentary understanding of the relevant material by mentioning but not full explaining the relevant content; identifying some of the key concepts/ideas though failing to fully or accurately explain many of them; using terminology, though sometimes inaccurately or inappropriately; and/or incorporating some key claims/points but failing to explain the reasoning behind them or doing so inaccurately.  Elements of the required response may also be lacking. 40 points out of 50:  The essay illustrates solid understanding of the relevant material by correctly addressing most of the relevant content; identifying and explaining most of the key concepts/ideas; using correct terminology; explaining the reasoning behind most of the key points/claims; and/or where necessary or useful, substantiating some points with accurate examples.  The answer is complete. 50 points:  The essay illustrates exemplary understanding of the relevant material by thoroughly and correctly addressing the relevant content; identifying and explaining all of the key concepts/ideas; using correct terminology explaining the reasoning behind key points/claims and substantiating, as necessary/useful, points with several accurate and illuminating examples.  No aspects of the required answer are missing.
Use of Sources (worth a maximum of 20% of the total points). Zero points:  Student failed to include citations and/or references. Or the student failed to submit a final paper. 5 out 20 points:  Sources are seldom cited to support statements and/or format of citations are not recognizable as APA 6th Edition format. There are major errors in the formation of the references and citations. And/or there is a major reliance on highly questionable. The Student fails to provide an adequate synthesis of research collected for the paper. 10 out 20 points:  References to scholarly sources are occasionally given; many statements seem unsubstantiated.  Frequent errors in APA 6th Edition format, leaving the reader confused about the source of the information. There are significant errors of the formation in the references and citations. And/or there is a significant use of highly questionable sources. 15 out 20 points:  Credible Scholarly sources are used effectively support claims and are, for the most part, clear and fairly represented.  APA 6th Edition is used with only a few minor errors.  There are minor errors in reference and/or citations. And/or there is some use of questionable sources. 20 points:  Credible scholarly sources are used to give compelling evidence to support claims and are clearly and fairly represented.  APA 6th Edition format is used accurately and consistently. The student uses above the maximum required references in the development of the assignment.
Grammar (worth maximum of 20% of total points) Zero points:  Student failed to submit the final paper. 5 points out of 20:  The paper does not communicate ideas/points clearly due to inappropriate use of terminology and vague language; thoughts and sentences are disjointed or incomprehensible; organization lacking; and/or numerous grammatical, spelling/punctuation errors  10 points out 20:  The paper is often unclear and difficult to follow due to some inappropriate terminology and/or vague language; ideas may be fragmented, wandering and/or repetitive; poor organization; and/or some grammatical, spelling, punctuation errors 15 points out of 20:  The paper is mostly clear as a result of appropriate use of terminology and minimal vagueness; no tangents and no repetition; fairly good organization; almost perfect grammar, spelling, punctuation, and word usage. 20 points:  The paper is clear, concise, and a pleasure to read as a result of appropriate and precise use of terminology; total coherence of thoughts and presentation and logical organization; and the essay is error free.
Structure of the Paper (worth 10% of total points) Zero points:  Student failed to submit the final paper. 3 points out of 10: Student needs to develop better formatting skills. The paper omits significant structural elements required for and APA 6th edition paper. Formatting of the paper has major flaws. The paper does not conform to APA 6th edition requirements whatsoever. 5 points out of 10: Appearance of final paper demonstrates the student’s limited ability to format the paper. There are significant errors in formatting and/or the total omission of major components of an APA 6th edition paper. They can include the omission of the cover page, abstract, and page numbers. Additionally the page has major formatting issues with spacing or paragraph formation. Font size might not conform to size requirements.  The student also significantly writes too large or too short of and paper 7 points out of 10: Research paper presents an above-average use of formatting skills. The paper has slight errors within the paper. This can include small errors or omissions with the cover page, abstract, page number, and headers. There could be also slight formatting issues with the document spacing or the font Additionally the paper might slightly exceed or undershoot the specific number of required written pages for the assignment. 10 points: Student provides a high-caliber, formatted paper. This includes an APA 6th edition cover page, abstract, page number, headers and is double spaced in 12’ Times Roman Font. Additionally, the paper conforms to the specific number of required written pages and neither goes over or under the specified length of the paper.
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