FINANCE PROJECT
The finance project requires your newfound knowledge of Time Value of Money to be applied to your own life.
1. Retirement stages project word document attached
2. FINANCE retirement project excel attached
Submission:
For project info -- use Life Expectancy Quiz (Links to an external site.)and Investment Risk Tolerance Quiz (Links to an external site.).
Two documents required to submit
Edit the Retirement template (#2) with your own personalized inputs and create a 1-2-page write-up explaining your results and how you will expect to reach your goals.
(Disclaimer: The results are never set in stone; as changes to the present can provide a different future.)
Rubric
Finance Project
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Finance Project
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Criteria
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Ratings
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Pts
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This criterion is linked to a Learning OutcomeOrganization
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20.0 pts
Well done
Paper is organized & includes all the sections of the project including: occupation/career expectations, investment horizon and life expectancy, risk preferences and retirement goals with concise and well developed introductory/concluding paragraphs for each section
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12.0 pts
Good
Paper is reasonably organized & includes some of the sections on the project with moderately developed introductory/concluding paragraphs for each section
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9.0 pts
Fair
Paper is slightly organized & includes less than two sections of the project with poorly developed introductory/concluding paragraphs for each section.
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1.0 pts
Weak
Paper is disorganized & does not include introductory/concluding paragraphs for each section
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20.0 pts
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This criterion is linked to a Learning OutcomeContent
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25.0 pts
Well done
Covers the required sections in depth with details and examples. Subject knowledge is excellent.
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19.0 pts
Good
Includes some of the required sections including some irrelevant details and some significant ones are missing. Subject knowledge appears to be good.
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10.0 pts
Fair
Includes some of the required sections, the author applied the concepts in the paper but could be clearer about them.
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1.0 pts
Weak
Content is minimal with several errors.
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25.0 pts
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This criterion is linked to a Learning OutcomeAnalysis
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25.0 pts
Well done
Entries recorded, presented and calculated correctly.
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19.0 pts
Good
Entries recorded, presented and calculated with 1-2 errors.
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10.0 pts
Fair
Entries recorded, presented and calculated with 3-4 errors
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1.0 pts
Weak
Entries recorded, presented and calculated with 5+errors
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25.0 pts
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This criterion is linked to a Learning OutcomeWriting composition
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5.0 pts
Well done
Error free writing composition (correct spelling, correct grammar and sentence structure)
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2.0 pts
Good
1-2 errors with writing composition (correct spelling, correct grammar and sentence structure)
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1.0 pts
Fair
3-4 errors with writing composition (correct spelling, correct grammar and sentence structure)
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1.0 pts
Weak
5+ errors with writing composition (correct spelling, correct grammar and sentence structure)
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5.0 pts
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Total Points: 75.0
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