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15 Cards in this Set
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FIS 210 Complete Class |
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FIS 210 Week 1 CheckPoint Financial Goal Planning Appendix C |
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FIS 210 Week 1 DQ 1 And DQ 2
FIS 210 Week 1 DQ 1 Describe the personal financial planning process. Where do you think you have the most difficulty with the process? Where do you think you have the least amount of difficulty with the process? How do you think you could use goals to strengthen your use of the financial planning process?
FIS 210 Week 1 DQ 2 Research the outlook for your desired positions in the U.S. Department of Labor, Bureau of Labor Statistics Occupational Outlook Handbook, located at http://www.bls.gov/oco/ Post your response to the following: Select one of the positions and answer the following questions. How do the employment outlook, pay expectations, educational or training requirements, and other data available on the Web site affect your financial future and goals? Does your career choice align with your financial goals? |
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S 210 Week 3 DQ 1 And DQ 2 FIS 210 Week 3 DQ 1 Are credit card benefits worth the cost? Are some benefits programs better than others? Include your personal view on charging to receive card benefits such as points, cash back, etc. After reading the article, has your opinion changed? What new information did you find while reading the article?
FIS 210 Week 3 DQ 2 Discuss the levels of debt which exist in America among consumers. What do you feel are appropriate uses of consumer credit? How would you advise a friend to avoid unnecessary debt? How do credit scores drive costs and credit availability? Explain using the debt safety ratio. |
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FIS 210 Week 4 Assignment Personal Savings Strategy Appendix H Assignment: Personal Savings Strategy · Resource: Appendix H · Read Appendix H. · Create a personal savings strategy. · Write a 500- to 750-word paper in which you describe your savings strategy and describe the role of cash management in financial planning. · Write your paper according to APA standards. |
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FIS 210 Week 4 CheckPoint Banking Scorecard CheckPoint: Banking Scorecard · Resources: Appendix G and the data collected from the Internet, public, or your personal mail. · Complete Appendix G. |
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FIS 210 Week 5 DQ 1 And DQ 2 FIS 210 Week 5 DQ 1 Search the Internet and find three consumer loans from different sources. Provide links to these sources in your response Post your response to the following: Discuss the terms and conditions of the various loans as well as the published criteria for obtaining the loan. Do you believe that a buyer would be better off paying for purchases with cash or a loan you found? Why? FIS 210 Week 5 DQ 2 Post your response to the following: List at least three different reasons during a person’s life time that they may need to procure a consumer loan. In your response discuss the criteria which a consumer should use to determine if they need a loan. How do credit ratings and past credit history play a part in this decision?
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FIS 210 Week 6 Assignment Castillo Lefébrve Case Study Appendix K Assignment: Castillo Lefébrve Case Study · Resource: Appendix K · Read the case study materials in Appendix K. · Answer the questions that follow the case study in Appendix K.
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FIS 210 Week 6 CheckPoint Buy or Lease Analysis Appendix J • Resources: Appendix J; Realtor.com Web site at http://www.realtor.com/; the Internal Revenue Service Web site at http://www.irs.gov/index.html; and your personal data • Complete Appendix J.
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FIS 210 Week 7 CheckPoint Planning for Life and Retirement Appendix L CheckPoint: Planning for Life and Retirement • Resources: Appendix L; Appendixes A & B of Personal Financial Planning; and Social Security Administration Web site at http://www.ssa.gov/ • Complete the charts in Appendix L. Note. There are two worksheets in Appendix L.
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FIS 210 Week 7 DQ 1 And DQ 2 FIS 210 Week 7 DQ 1 Preparing for retirement is something that takes a lifetime. How does the planning and saving process change over the lifetime? What have you done or planned to ensure that you can retire as planned? FIS 210 Week 7 DQ 2 Define what is included in your estate. Explain why an estate may break up. Describe what is recommended to do for estate planning. What do you feel is most important to do to plan for your estate? What have you already done or planned to do in the near future to prepare your estate? |
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IS 210 Week 8 Assignment Personal Tax Strategy Assignment: Personal Tax Strategy • Answer the following questions in your paper: o How is taxable income calculated? o How are tax adjustments and deductions calculated? o How might taxpayers reduce their taxes legally? o In your opinion, what are the top 10 things taxpayers should do when tax planning and why? o What resources are available to assist taxpayers with their tax-planning needs (at least six resources) and what is the value of each? o Why is it important to have a tax-planning strategy as part of the personal financial plan? • Write your paper according to APA stand |
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FIS 210 Week 8 CheckPoint Zigglers Tax Planning Interview CheckPoint: Ziggler’s Tax-Planning Interview • Resources: Appendixes M & N • Read the case study in Appendix N. • Complete Appendix M
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FIS 210 Week 9 Capstone DQ Capstone Discussion Question • Post a 100 - to 150 word response to the Main forum by Week Nine Day 3 to the following question: • 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? |
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Capstone Discussion Question • Post a 100 - to 150 word response to the Main forum by Week Nine Day 3 to the following question: • 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? |
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