FINAL ASSIGNMENT-PERSONAL FINANCIAL MANAGEMENT
This is final assignment for this term. So , i really need quality work on this.
You will submit the following:
- Completed AB104 Financial Plan Workbook.xlsx
- A 3–5 page summary of your findings in a Microsoft Word document
please check below all excel sheet for FINANCIAL PLAN WORKBOOK for all 8 Units in this term. All excel sheets are pretty much done , there are few revisions that needs to be made as per Professor's request. Please see comments below for each unit assignment.
So, basically you have to put all UNIT 8 worksheet together as they are on separate worksheets , resolve the revisions that Professor requested and complete the summary on Word Document.
Instructions to final assignment :
http://extmedia.kaplan.edu/business/AB104/AB104_1302C/AB104_Unit9_Final_Project.pdf
REVISIONS TO BE MADE:
UNIT 1 ASSIGNMENT -Complete a 1.1 Daily Spending Log and Track your daily expenses for the week, beginning no later than Thursday through Monday for Unit 1. (as it is already passed, just complete it as you can)
UNIT 3 ASISGNMENT -Please answer #1 on daily log
UNIT 4 ASSIGNMENT- Your multiplier for item 9 is incorrect...for instance 4% 30 yrs , you would enter on item 9 ..47.7
UNIT 5 ASSIGNMENT- On 5.1 please enter the desired debt ratio
UNIT 6- You will have a better idea of how much insurance you will need to meet your future obligations, if you complete part C and D.
You did not list in Part C the deceased annual after tax income or complete part D.
Social security lump sum payment is $255 ...one time payment for the surviving spouse.. item 18 (part D)
UNIT 7-You completed the Unit 7.1 Investment capital worksheet but your interest factor is incorrect. For example :your interest factor at 3% for 5 years from the FV table should be 1.15927.Please correct that.
bakiliyam
13 years ago
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