| Major Parts of the report |
Weight (%) |
Excellent (8.5-10) |
Good (7.6-8.4) |
Satisfactory (6.8-7.5) |
Marginal/Unsatisfactory (0-6.7) |
| Assumptions (life expectancy, time to retirement, future retirement income , exchange rate, inflation rate, future income, pension eligiblity and estimete) |
10 |
All five assumptions are described individually and clearly. |
There are 2-3 assumptions are described individually or clearly. |
Only one assumption is described clearly. |
No assumptions were provided |
| Financial analyses: Cash Flow Statement, Income/ Expenses, and Balance Sheet. All components of the financial planning have been included. |
50 |
Tracked cash flow and balance sheet assets and liabilities included in detail and Income/Expenses included two pie charts, |
Tracked cash flow, income/expenses, and/or balance sheet included |
Tracked cash flow, income/expenses, and or balance sheet partially included. |
No cash flow tracking, pie charts, or balance sheet assets and liabilities. |
| Strategies for future improvement in money management. |
20 |
Strategies to improve future money management (spending habit and increase annual income, reducing indebtedness) has been clearly explained |
some of the strategies to improve future money management situation lack details |
All of the strategies to improve future money management lack details |
No strategies to improve future money management is discussed |
| Recommendations |
10 |
Specific recommendations provided that go beyond the expected scope of individual situations fully supported by data, alternate viewpoints fully considered |
Specific recommendations provided that are substantially correct, alternate viewpoints may be considered |
Recommendations provided that are partially correct, alternate viewpoints not considered |
Recommendations provided that are mostly incorrect or absent |
| References, grammar, sentence structure, paragraphing, vocabulary, spelling, punctuation and clarity |
10 |
References used are cited using APA format both in the text and the list of references. The whole report is clearly expressed using proper writing mechanics. There are no mistakes. |
Minor mistakes in reference citation using APA format. There are very few minor issues with writing mechanics |
Significant mistakes in using APA format. Multiple items are not described individually or clearly. |
APA format is not followed in citation of references. Several items negatively impact clarity, grammar, spelling or structural errors, and unknown abbreviations. |
|
| 100 |
Skaur12
Rubricsfor_finalproject.xlsx
