Tasks:
1. Select a topic from the Topic List below.
2. Conduct research to supplement your reading.
3. Write at least one thousand words (typewritten and double-spaced) on what you discover about the topic.
4. Document at least four sources using the MLA 8 format.
5. All research must be derived from sources created within the last two years. Very important!
Topic List:
i. The financial planning process
1. Personal financial statements
2. Identifying and setting financial goals
ii. The mathematics applied to financial planning and investments
1. Time value of money
2. Compound annual return
iii. Investments
1. Common stocks
2. Bonds Revision
3. Other fixed income savings and certificates of deposit
4. Mutual funds
iv. Budgets and budgeting
1. Preparing a budget
2. Preparing a personal financial statement
v. Money management
1. Banking services
2. Banking products
vi. Taxes
1. Income taxes
2. Tax planning strategies
vii. Insurance
1. Health
2. Disability
3. Casualty
4. Life
ix. Wills and trusts
x. Retirement planning
1. Budgeting for retirement
2. Pensions and retirement savings found in business
Last Completed Projects
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