Category: Financial Management

Read Chapter 1 and Do ‘Review Questions’ 1-4 of the text MF assignement #1.png MF assignement #1.png

Capstone Component 1: Portfolio Research and Analysis Paper For the first capstone component, you will research and analyze a comprehensive financial portfolio composed of at least five securities designed to meet your selected client’s investment needs. (At least one security must be an equity for a publicly traded, U.S.-based global corporation for which you will…

Read the case study thoroughly and present (in written form) a plan for how you will reach the desired profit goal. As you formulate your plan, remember that it costs money to make money. So, if your plan is to increase corporate partnerships, keep in mind that it may cost money in areas like labor…

Overview As a newly hired CFP® professional, you are responsible for providing a comprehensive picture of your client’s current finances in relation to their financial goals. In your project for this course, you will be asked to construct a financial plan for a client. To do this, you will conduct an analysis and evaluation of…

Read the case study thoroughly and present (in written form) a plan for how you will reach the desired profit goal. As you formulate your plan, remember that it costs money to make money. So, if your plan is to increase corporate partnerships, keep in mind that it may cost money in areas like labor…

Now that you have chosen a portfolio strategy for your selected client, (Client info is attached) it is time to begin constructing the portfolio. Pick one stock for the client that you intend to include in their client portfolio. Complete a ratio analysis of the stock, calculate the alpha for the stock, and provide the…

Now that you have chosen a portfolio strategy for your selected client, (Client info is attached) it is time to begin constructing the portfolio. Pick one stock for the client that you intend to include in their client portfolio. Complete a ratio analysis of the stock, calculate the alpha for the stock, and provide the…

Overview As a newly hired CFP® professional, you are responsible for providing a comprehensive picture of your client’s current finances in relation to their financial goals. In your project for this course, you will be asked to construct a financial plan for a client. To do this, you will conduct an analysis and evaluation of…

Using the Client Profile attached, select a portfolio growth strategy that will align with the risk tolerance level of your selected client. The portfolio strategy may be indicated as buy and hold, which is a straightforward and simple strategy with less risk. As a result, returns are typically not as significant. Diversification is essential for…

I have uploaded the Rubric/Guidelines, Module Overview, reading and resources, and chapters from the textbook.