Write a paper (minimum of three pages, typed, double-spaced, size 12 font, 1 inch margins. Include a title page with your name and program).
Program outcome:
Evaluate an individual customer’s situation and formulate both a short-and-long term strategy to help that customer meet financial objectives
Personal financial planning is something more and more people are utilizing today in order to be prepared for the future and uncertainties that could arise at any time. The customer’s short and long term goals need to be considered in order to meet the customer’s financial objectives. In order to help customers achieve their short and long term goals it is important personal financial planners are prepared.
For this assignment research the career field of personal financial planning using at least four resources, write a paper based on your research that includes the following:
- Types of employers personal financial planners work for
- Companies in your geographic area that hire personal financial planners (Lansing, Michigan)
- Forms of compensation for personal financial planners – examples, salary, hourly, commission, etc.
- Top 3-5 skills needed to be a successful personal financial planner
NOTE: THIS PAPER MUST HAVE AT LEAST FOUR REFERENCES. APA FORMAT WITH IN-TEXT CITATION THAT CORRESPOND TO THE INFORMATION PRESENTED IN THE TEXT, AS WELL AS A REFERENCE PAGE. DUE ON WEDNESDAY – AUGUST 20, 2014 BY 5:00PM. PLEASE REFER TO THE RUBRIC BELOW.
| Exemplary
(5) |
Accomplished (4) | Developing
(3) |
Beginning
(2) |
Total | |
| Participative Decision Making (15 points for this section- multiply score by 3) | Developed a detailed profile of a personal financial planner. Showed in-depth analysis using examples from supportive resources, experiences, included types of employers, companies in area who hire personal financial planners, forms of compensation, top 3-5 skills needed to be successful. Fully explained interest in this career path and why it is or is not for them. | Developed a profile of a personal financial planner. Showed analysis using examples from supportive resources, experiences, included types of employers, companies in area who hire personal financial planners, forms of compensation, top 3-5 skills needed to be successful. Explained interest in this career path and why it is or is not for them. | Developed a profile of a personal financial planner. Showed little analysis using examples from supportive resources, experiences, included types of employers, companies in area who hire personal financial planners, forms of compensation, top 3-5 skills needed to be successful. Provided limited explanation of interest in this career path and why it is or is not for them. | Developed a profile of a personal financial planner. Showed little or no analysis using examples from supportive resources, experiences, included types of employers, companies in area who hire personal financial planners, forms of compensation, top 3-5 skills needed to be successful. Provided no explanation of interest in this career path and why it is or is not for them. | |
| Reflection
(5 points) |
Exceeds expected
standards by including in-depth information on reflection of learning experiences |
Meets expected
standards by including information on reflection of learning experiences |
Is working towards expected
standards by including limited information on reflection of learning experiences |
Beginning work towards expected
standards by including few details on reflection of learning experiences |
|
| Writing Mechanics
(5 points)
sentence structure, run-ons, fragments, agreement, punctuation, capitalization, spelling, etc. |
Demonstrates exceptional knowledge and use of writing mechanics, enhancing the readability | Demonstrates knowledge and use of writing mechanics, enhances the readability | Demonstrates knowledge and use of writing mechanics but with errors that may detract from the readability | Difficulties with readability due to inappropriate use of writing mechanics
|
|
| Writing Organization
(5 points) Coherence:all writing fits together, makes sense, and flows in effective order – beginning, middle, end Clarity: all writing is consistent and logical |
Coherence:Well organized and purposeful writing; has beginning, middle, and end; strong and appropriate transitions
Clarity:Expresses ideas clearly and logically
|
Coherence:Adequate organization; beginning, middle, and end; appropriate transitions
Clarity: Expresses most ideas clearly; occasional lapse in logical order
|
Coherence:Sequence of information difficult to follow; lacks a clear beginning, middle, and end; few or inappropriate transitions
Clarity:Attempts to express ideas clearly; sometimes difficult to follow |
Coherence:Unclear; lacks beginning, middle and end; fails to use transitions appropriately
Clarity:Disjointed connection of ideas; difficult to follow |
