FOR INSTRUCTOR USE ONLY Grading Rubric Grading accepts a start value of 100. Points will be deducted for failure to fully complete or meet the stated requirements. Grading: 90-100 = Represents work of superior quality (A); 80-89 = Represents work of good to very good quality (B), 70-79 = Represents adequate command of Class content (C), 69 and below = Represents work that shows a need for development or improvement (F); 0 : Represents plagiarized work (F). BM151: Financial Services (BCP-BFN) Student: Instructor: Date: STUDENT LEARNING OUTCOMES SLO-l. Identify factors that inuence nancial decisions. SLO-2. Know what money management strategy is and how to develop it. SLO-3. Identify strategies to improve money management in order to achieve personal and business nancial goals. SLO-7. Understand What the level of risk tolerance is and how it affects a person's investment program. SLO-8. Know how to choose different types of investment based on such factors as safety, risk, income, growth, and liquidity. SLO-lll. Select appropriate tax strategies for various life situations. Descri tion of re uirements Possible Your p q Points Points SLO-l, SLO-7. Took the \"Investment Risk Tolerance Assessment" to 30 assess your Investment Risk Tolerance Answered: What is your level of risk tolerance and how can it inuence your investment decisions? SLO-l, SLO-2, SLO-3, SLO-7, SLO-S, SLO-l. Looked at the different types of investments on the Investment Products webpage and chose the types of investment that would suit your level of investment risk tolerance the most. Briefly described these types of investment. SLO-Z, SLO-3, SLO-S. Searched on the internet and found three examples ofinvcstmcnts (e.g., bond, shares, ETFs, etc.) that you would like to invest in, Explained Why you have chosen these investments. Submitted your responses in at least 3 paragraphs. YOUR SCORE: BM151: Financial Services - Project 4 industry strategy market research invest area identify success! information strategy areastatistics iden weaknesses identify market costs Invest8 way discover threats area financial invest finance analysis area strategy investigation opportunities threats fir weaknesses information consumer weaknesses, market market area analysis consumer analysis opportunities strategy strengths potential Investing Basics Description: Achieving a person's financial goals and obtaining financial confidence implies investing funds to increase the amount of money he or she has. There are lots of options in where to put money that present different levels of risk, growth, and method of accumulation. Before investing, it is very important to estimate potential investment vehicles and find the right balance between possible rewards and risks. In this project, you will create an investment portfolio that matches your goals and investment risk tolerance. 1) Take the "Investment Risk Tolerance Assessment" to assess your Investment Risk Tolerance. What is your level of risk tolerance and how can it influence your investment decisions? 2) Look at the different types of investments on the Investment Products webpage and choose the types of investment that would suit your level of investment risk tolerance the most. Briefly describe these types of investment. 3) Search on the internet and find three examples of investments (e.g., bond, shares, ETFs, etc.) that you would like to invest in. Explain why you have chosen these investments. Submit your responses in at least 3 paragraphs, in your own words, to Project 4 in Moodle. 0 FOR INSTRUCTOR USE ONLY