FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal
Your team is a Personal Financial Planning team. Your client has hired your firm to provide an overview of common investment options, explain the current financial environment, and recommend the most suitable investment options based on personal financial goals. Determine and agree on assumptions for your client’s personal goals and tolerance for risk (as you identified for yourselves in previous weeks; you may change or add goals, if desired).
Resources: Key websites from the margins of Focus on Personal Finance
Write a 1200- to 1,500-word proposal using MS Word® in which you address the following (each bullet should be a separate APA section header):
List your client’s personal financial goals.
Summarize the risk and return of three common investment options.
Explain the current financial environment with regard to economic conditions, investment options, and your client’s personal financial goals.
Describe the Investment Risk Tolerance of your client.
Make a recommendation to your client as to which investment options would help your client reach his or her personal financial goals. (Collaborate on this first in the team forum with each member submitting one recommendation for discussion and agreement on the best one to include in the proposal.)
- Your proposal may be written to the client directly, or to the head of your firm to whom you report, as you choose.
Include as a reference at least one of the Key websites from the margins in Ch. 1 of Focus on Personal Finance.
Format your proposal and references consistent with APA guidelines.