Create your own case study and financial plan for yourself, someone else or create a client profile (15 point max).

1. Use the case studies in the text as a model as you prepare financial statements (cash flow and net worth). 5 points creating simple financial (Cash Flow/Net Worth)statements

2. Set and quantify at least two goals (pay down debt, buy a house, save for retirement...). 5 points quantifying the goals (TVM) considering inflation.

3. 5 points for developing a plan to achieve those goals using the identified resources from the financial statements, and communicating that plan. How much do you need to save? What ROR do you need and what instruments will achieve the required return.

4. Some of the best I've seen were a short word document explaining the client's current situation, goals (considering inflation) and proposal on how to acheive those goals (required ROR-financial instruments to acheive the ROR, How much to save, time to acheive the goal). The supporting Financial statements, and supporting math could be, but doesn't have to be an spreadsheet.