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FIS 210 UOP Course Material FIS 210 Capstone Discussion Question (UOP) FIS 210 Entire Course (UOP) • This course has addressed various aspects of personal financial planning. Looking back over the past 8 weeks, how have your financial goals and plans changed? How do you think this class has helped you to assess and refine your financial goals? • FIS 210 Week 1 DQs part 1 of 2 • FIS 210 Week 1 DQs part 2 of 2 • FIS 210 Week 1 CheckPoint: Financial Goal Planning • FIS 210 Week 2 Assignment: Budget to Behavior • FIS 210 Week 3 DQs part 1 of 2
FIS 210 UOP Course Material FIS 210 Final Project Personal Financial Plan (UOP) FIS 210 Week 1 CheckPoint Financial Goal Planning (UOP) • Final Project: Personal Financial Plan • Resources: Appendix A, and Ch. 1 of Personal Financial Planning • Create your Personal Financial Plan using the six-step process outlined on p. 7 of the text. • CheckPoint: Financial Goal Planning Complete Appendix C using your personal data.
FIS 210 UOP Course Material FIS 210 Week 1 DQs part 1 of 2 (UOP) FIS 210 Week 1 DQs part 2 of 2 (UOP) • FIS 210 Week 1 DQs part 1 of 2 • FIS 210 Week 1 DQs part 2 of 2
FIS 210 UOP Course Material FIS 210 Week 2 Assignment Budget to Behavior (UOP) FIS 210 Week 3 CheckPoint Credit Card Financing (UOP) • Assignment: Budget to Behavior • Resources: Appendixes D & E • Write your paper according to APA standards. • CheckPoint: Credit Card Financing • Resource: Appendix F • Search the Internet, your favorite stores, or your mail for credit card or credit financing offers. • Select four offers to analyze.
FIS 210 UOP Course Material FIS 210 Week 3 DQs part 1 of 2 (UOP) FIS 210 Week 3 DQs part 2 of 2 (UOP) • FIS 210 Week 3 DQs part 1 of 2 • FIS 210 Week 3 DQs part 2 of 2
FIS 210 UOP Course Material FIS 210 Week 4 Assignment Personal Savings Strategy (UOP) FIS 210 Week 4 CheckPoint Banking Scorecard (UOP) • Assignment: Personal Savings Strategy • Resource: Appendix H • Read Appendix H. • Create a personal savings strategy. • CheckPoint: Banking Scorecard • Resources: Appendix G and the data collected from the Internet, public, or your personal mail. • Complete Appendix G.
FIS 210 UOP Course Material FIS 210 Week 5 CheckPoint Credit Fitness Examination (UOP) FIS 210 Week 5 DQs part 1 of 2 (UOP) • CheckPoint: Credit Fitness Examination • Resources: Appendix I and your personal data • Complete Appendix I. • FIS 210 Week 5 DQs part 1 of 2 (UOP)
FIS 210 UOP Course Material FIS 210 Week 5 DQs part 2 of 2 (UOP) FIS 210 Week 6 Assignment Castillo Lefébrve Case Study (UOP) • FIS 210 Week 5 DQs part 2 of 2 • Assignment: Castillo Lefébrve Case Study • Resource: Appendix K • Read the case study materials in Appendix K.
FIS 210 UOP Course Material FIS 210 Week 6 CheckPoint Buy or Lease Analysis (UOP) FIS 210 Week 7 DQs part 1 of 2 (UOP) • Note. There are three worksheets in the Appendix J file. At the bottom of the page there are three tabs; you must complete the charts on each page • FIS 210 Week 7 DQs part 1 of 2
FIS 210 UOP Course Material FIS 210 Week 7 DQs part 2 of 2 (UOP) FIS 210 Week 8 Assignment Personal Tax Strategy (UOP) • FIS 210 Week 7 DQs part 2 of 2 • Answer the following questions in your paper: • How is taxable income calculated? • How are tax adjustments and deductions calculated?
FIS 210 UOP Course Material FIS 210 Week 8 CheckPointZiggler’s Tax-Planning Interview (UOP) • CheckPoint: Ziggler’s Tax-Planning Interview • Resources: Appendixes M & N • Read the case study in Appendix N. • Complete Appendix M
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