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1. UOP FIN 420 Week 2 Case Study Carol Jones NEW
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Case Study: Carol Jones
Carol works as a business representative for an import/export
company. Her job provides her with the opportunity to travel
and experience new things. Because she travels so much, Carol
feels that she does not have a handle on her finances. She has
decided to pay a visit to a financial advisor for help.
Assignment Requirements:
Microsoft® Excel spreadsheet with Three (3) Sheets:
Create the following financial analyses using the information
provided for Carol (Hint: first identify each item as an Asset,
Liability, Cash Inflow or Cash Outflow):
Sheet 1.a Balance Sheet, including a line item showing Carol's
overall Net Worth.
Sheet 2.a Cash Flow Statement, for a single month, including a
line item showing Carol's overall Net Cash Flow. Organize cash
outflows by Debt payments and Expenses, with subtotals for

2. each.
Format these 2 sheets professionally and consistently. APA
formatting is NOT required.
Sheet 3. Write a concise (1 paragraph each) response that
addresses each the following items:
1. Apply financial planning concepts to advise Carol and
explain how Carol can benefit from financial planning. Describe
the benefits of using financial statements in financial planning.
2. Explain strategies that Carol can use to increase her net
worth. How does this affect her cash flow?
3. Describe the sources available for asset management.
4. Compile a list of legal protections that can be used to
protect Carol's assets.

3. UOP FIN 420 Week 2 Team The Johnsons NEW
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FIN 420 Week 2 Team The Johnsons NEW
FIN 420 Week 2 Learning Team: The Johnsons
Review Case 1, “The Johnsons Decide to Buy a Car”, p. 245.
Complete the questions.
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4. UOP FIN 420 Week 3 Bond Ratings NEW
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Research bond information within the University Library or the
Internet.
Answer the following:
What type of information about bonds is available on the
Internet? How can you use this information within your
personal or professional life? (90- to 175-words)
Explain what the following bond ratings mean for investors (20
to 40 words each):
AAA
BBB
B
CC
Format your assignment consistent with APA guidelines. Use a
separate section header for each of the requirements, and sub-
headers for items under each. Points are deducted for not using
these headers.
Click the Assignment Files tab to submit your Microsoft® Word
document.

5. UOP FIN 420 Week 3 Team Mutual Funds Analysis NEW
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Research a mutual fund family such as Vanguard, American
Funds, T. Rowe Price, and so forth.
Identify one mutual fund from that family for each of the
following categories:
Actively managed common stock fund.
Fixed income fund.
Balanced fund.
International fund.
Fund devoted to retirement investing.
Write a 1050- to 1400-word paper including an evaluation for
each mutual fund using attached checklist. Do not submit this
checklist with your assignment, but use it as a guide in
evaluating the characteristics of each fund.
Include the following in your evaluation:
Analysis of the characteristics of each fund.
Recommendation of the type of investor to which each fund is
suited.
Format your paper consistent with APA guidelines. Use a
separate section header for each of the mutual funds, and sub-
headers for items under each. Points are deducted for not using

6. these headers.
Click the Assignment Files tab to submit your Microsoft® Word
document. Submit only 1 file for your assignment.

7. UOP FIN 420 Week 4 Team Life Insurance Paper NEW
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Write a 1,150- to 2,000-word paper about life insurance that
explains some basics to a potential purchaser.
Include the following:
Compare and contrast the various forms of life insurance.
Describe the provisions of life insurance policies.
Evaluate and explain the methods used to calculate life
insurance needs, and
Make any general recommendations.
Format your paper consistent with APA guidelines. Use a
separate section header for each of the 4 requirements, and
sub-headers for items under each. Points are deducted for
not using these headers.
Click the Assignment Files tab to submit your assignment.
Submit only 1 file for your assignment.

8. FIN 420 Week 4 Team Life Insurance Presentation NEW
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Include the following:
Compare and contrast the various forms of life insurance.
Describe the provisions of life insurance policies.
Evaluate and explain the methods used to calculate life
insurance needs, and
Make any general recommendations.
Format your paper consistent with APA guidelines. Use a
separate section header for each of the 4 requirements, and
sub-headers for items under each. Points are deducted for not
using these headers.
Click the Assignment Files tab to submit your assignment.
Submit only 1 file for your assignment.

9. UOP FIN 420 Week 4 Textbook Problems NEW
Check this A+ tutorial guideline at
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Write a 175- to 350-word response to Case 6 on p. 317 in Ch. 10
of Personal Finance.
Complete “Do the Math”, #2 on p. 344 in Ch. 11 of Personal
Finance.
Complete #1, “Calculating Life Insurance Need”, on p. 376 in Ch.
12 of Personal Finance.
Click the Assignment Files tab to submit your assignment.

10. UOP FIN 420 Week 5 Research and Reflect NEW
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Choose one major concept from this course.
Research this concept within the University Library.
Write a 350- to 700-word summary of your research.
Apply what you learned to your own personal or professional
life.
Click the Assignment Files tab to submit your Microsoft® Word
document
FIN 420 WEEK 5 Research and Reflect

11. UOP FIN 420 Week 5 Team Scenario Assignment NEW
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Choose one of the four following life situations:
Husband/wife, two kids, 1 income, mortgage, good salary, some
savings, and no college fund.
Divorced, 55 years old, $1.2 million, 2 kids in college, and no
debt.
24-year-old single woman, college graduate, engineer, and
$20,000 savings.
74-year-old widower, excellent pension, $500,000, long-term
care insurance, and three children.
Create a 700- to 1,050-word analysis in which you do the
following:
Describe the risk tolerance for the life situation selected.
Recommend an asset allocation (specify percentage allocated
to each asset group) to match that risk.
Develop an investment portfolio that meets their needs.
Consider and recommend any insurance that is appropriate.
Specify any estate planning tools necessary to protect the
family and their assets.
Format your paper consistent with APA guidelines. Use a
separate section header for each of the 5 requirements. Points
are deducted for not using these headers.

12. Click the Assignment Files tab to submit your Microsoft® Word
document. Submit only 1 file for your assignment.

13. UOP FIN 420 Week 4 Textbook Problems NEW
Check this A+ tutorial guideline at
http://www.uopassignments.com/fin-420-uop/fin-420-
week-4-textbook-problems-recent
For more classes visit
http://www.uopassignments.com
Write a 175- to 350-word response to Case 6 on p. 317 in Ch. 10
of Personal Finance.
Complete “Do the Math”, #2 on p. 344 in Ch. 11 of Personal
Finance.
Complete #1, “Calculating Life Insurance Need”, on p. 376 in Ch.
12 of Personal Finance.
Click the Assignment Files tab to submit your assignment.