1 / 7

Financial Planning

Financial Planning. Consumer Guides. A guide?. This guide will be the major project during the timeline of this course There is a section on my website dedicated to the project with the scoring guide. The Guide…. A guide will be developed individually Each guide will have:

swann
Download Presentation

Financial Planning

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Financial Planning Consumer Guides

  2. A guide? • This guide will be the major project during the timeline of this course • There is a section on my website dedicated to the project with the scoring guide

  3. The Guide… • A guide will be developed individually • Each guide will have: • Title Pages, and graphics • A Table of Contents • Sections for each chapter of study

  4. The chapters • Section 1 - The Financial Planning Process • Section 2 - Savings and Borrowing • Section 3 - Risk Management • Section 4 - Investment Choices • Section 5 - Retirement Planning • Section 6 - Taxes and Estate Planning (time permitting)

  5. First Chapter/Section • The first chapter was “The Financial Planning Process” • Utilize (From my website) “Steps of the Process” and “Financial Planning Principles” to create your chapter/section of your consumer guide

  6. Organization • On your ddhs server… • Keep a folder in your “Financial Planning” folder specifically for the development and organization of your consumer guide. • Personally, I would name the folder within your folder “Consumer Guide”

  7. How to get a good grade • Organization • Clarity • Creativity • Not a cut-n’-paste job from my presentations • Graphics and visuals • Run with it!

More Related