1 | Financial Plan Rubric – Personal Financial Planning :Students should begin working on their financial after enrolling in the course. The written plan is based on a case narrative presented on Blackboard. Students will deliver a draft plan for review to their grading faculty. Grading faculty are assigned according to the class syllabus. All draft and final Financial Plans should be submitted electronically as an email attachment to the grading instructor. Students may ask their grading faculty for permission to work in groups of two. Group assignments will be subject to additional rigor and should reflect the work of two students. Statement Regarding Financial Planning Software: Students may use any financial planning software (proprietary or commercially available) to aid in the completion of this plan. They may also use financial calculators, office productivity software or presentation tools. Students will be assessed on their understanding of their chosen software tools, underlying calculations and appendix materials during their oral presentation. If students do not have software tools available please contact their grading faculty member for educational use licenses. A client case narrative, balance sheets and cash flow statements can be found on Blackboard. Additionally, five case study videos are found on Blackboard. The case study videos provide students with valuable information which supplements the case narrative. Students must watch the case study videos and review the case narrative before beginning work on the plan.
2 | Financial Plan Rubric – Personal Financial Planning : Co mpr e h e n s i v e C a s e A n a l y s i s 2018
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