Portfolio Activity Financial Management Unit 1 (AutoRecovered)

> Week 9 Assignment 9.4 Assignment 9.4 - BUSINESS PLAN Upload your assignment through the link provided in this week's assignments folder. The financial and accounting statements provide the information needed to measure the projected success of the business plan. The recipient of the business plan will want to have an understanding of this information in assessing the performance of the proposed business plan. The two questions to answer are the following: a. What information will be needed to develop the accounting and financial statements. b. What information is needed to explain the importance of these statements to the other business functions. The discussion shall be approximately 1½ to 2 pages in length, doubled space, using a size 12 font. Any direct quotes or the paraphrase of unique thoughts of others should be properly cited and referenced using general APA

After illustrating how to account for investments if the investor has significant influence over the investee’s financial and operating policies, the students were given the opportunity to confirm if they correctly understood the lesson on the equity method. Several transactions of the same nature were given a number of times to increase the likelihood of retention. The teacher is applying the internal mental process of *A. Responding to questions to enhance encoding and verificationB. Reinforcement and assessment of correct performance.C. Creating a level of expectation for learningD. Activating stimuli/receptors

Today lunch you meet your uncle, Sam, who is an active investor and is interested in Portfolio Management. He knows that you are studying an Associate Degree in Finance Services. Explain to Uncle Sam about performance evaluation in strategies of portfolio management.

Learning about Financial Planning Designations.  Please research Financial Planning designations in general and specifically each of these 3 Financial Planning designations - CFP® ChFC® AFC ® Based on what you find include in your email what is involved in earning each of the 3 listed designations above? What main areas do they cover?  In addition to the test needed for the designation, how many hours of experience do you need to receive each credential?

Finance 500 In this assignment, the purpose is to tie into the key concepts and insights studied this term in this course. Reflecting on key principles, strategies, or tactics that were covered from the accounting and finance fields, students should relate the information to their career, company or industry of interest.  Demonstrate how the knowledge, skills, or theories of this course have been applied, or could be applied, in a practical manner to your current work environment (a project manager in design industry). Share a personal connection that identifies specific knowledge and theories from this course. Demonstrate a connection to your current work environment. You should NOT, provide an overview of the assignments assigned in the course. The assignment asks that you reflect how the knowledge and skills obtained through meeting course objectives were applied or could be applied in the workplace.

A Quantitative Synthesis of Emotions Experienced of Aspiring Law Students Inside The Classroom Can you define the purpose of the study? Minimum of 2 sentences

According to the risk management process in ISO 31000, which of the following is a necessary step in risk assessment? Select one: A. Risk treatment B. Risk transfer C. Risk analysis D. Risk minimisation ####  i want answer within one hour,Thanks

Ethics case: Uncollectible Accounts Introduction The purpose of this discussion forum is to give you an opportunity to apply your critical-thinking ability to the knowledge you’ve gained. The assignment provides you with an opportunity to develop your research, analysis, judgment, and communication skills. You also will work with other students, integrate what you’ve learned, apply it in real-world situations. This practice will broaden your knowledge and further develop your decision-making abilities. The assignment achieves learning objective 5.  The assignment information is given below; You have recently been hired as the assistant controller for Stanton Industries, a large, publicly held manufacturing company. Your immediate superior is the controller who, in turn, is responsible to the vice president of finance. The controller has assigned you the task of preparing the year-end adjusting entries. In the receivables area, you have prepared an aging of accounts receivable and have…

Which of the following returns is known at the beginning of an investment (or at the beginning of the semester for your grades)?     Realized and required     Realized and expected     Expected and required

The purpose of this discussion is to provide an opportunity to review and reflect on your growth in this class. This helps you place the course meaningfully into your life and plans. Be sure to post an initial, substantive response by Thursday at 11:59 p.m. MT, to the following prompt: Reflect on what you have learned in this course.  Choose two of the following questions to discuss: What topic or subject did you like best in this course? What topic or subject did you struggle with most in this course? What would you do differently if you had the option to take this course again? What did you learn in this course that you think will benefit you in your future studies or career path?

The purpose of this discussion is to provide an opportunity to review and reflect on your growth in this class. This helps you place the course meaningfully into your life and plans. Be sure to post an initial, substantive response by Thursday at 11:59 p.m. MT, to the following prompt: Reflect on what you have learned in this course.  Choose two of the following questions to discuss: What topic or subject did you like best in this course? What topic or subject did you struggle with most in this course? What would you do differently if you had the option to take this course again? What did you learn in this course that you think will benefit you in your future studies or career path? Work to demonstrate your understanding of the material from this module and, where necessary, include your sources.

Milestone #1 – Research Project Overview (Week Two) Introduction: Provide a brief overview of the research healthcare. Describe the topic you are focusing on and establish the rationale behind your choice. Use the model for introduction on page 111 in Creswell & Creswell.  Purpose: Describe the main topics that you will examine in the context of the survey. You do not need to discuss the specific survey questions here. Rather, focus on the broader topics and themes that you will address in the questionnaire. Creswell & Creswell (2023) discuss this in Chapter 6.

Directions: 1. Read and analyze the given scenario. 2. With the goal and role of financial management in business in mind, determine whether the project should be continued or abandoned. Use the following facts and figures below as your reference. 3. Present your recommendation and explain the reasons in 4-6 sentences. 4. Write your answer on the blanks provided. Company A accepts a project to create a Learning Management System (LMS) for a big client. This company also creates and produces online training materials such as digital videos and ebooks. The LMS project itself has a projected revenue of $850,000. So far, the expenses amounting to $600,000 have been incurred by Company A on the project. This is way beyond the allocated budget. Due to this, the management contemplates on whether the project should still be continued. 1. Customized Software/Program Already purchased for $80,000 (apart from the $600,000 mentioned above), this software cannot be used for any other products of…

help  please answer in text form with proper workings and explanation for each and every part and steps with concept and introduction no AI no copy paste remember answer must be in proper format with all working!

Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located at Nexis Uni, click on “Company Dossier” to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client. Your investment should align with your client’s investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this assignment. You will create an appendix, in which you will insert related information.) Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock. Suggest the…

For the portfolio project, you will select a topic of interest to you (please avoid controversial topics like diversity & inclusion, politics and religion). It should be a topic that you can develop a survey and obtain feedback to analyze and present results. You can choose quantitative, qualitative, or mixed method (if you want to practice both quantitative and qualitative analysis).  Your portfolio project will have four deliverables; three milestones and a final submission.  Milestone #1 – Research Project Overview (Week Two) Introduction: Provide a brief overview of the research project. Describe the topic you are focusing on and establish the rationale behind your choice. Use the model for introduction on page 111 in Creswell & Creswell.  Purpose: Describe the main topics that you will examine in the context of the survey. You do not need to discuss the specific survey questions here. Rather, focus on the broader topics and themes that you will address in the…

Read the CFA Institute's Code of Ethics and Standards of Professional Conduct In your journal, begin to contemplate the link between your adherence to a code of ethics and the performance of your duties as an investment professional working specifically for the client in this case. What are your observations on the applicability of the code thus far in managing the portfolio? what standards will you explain to your new client?

Determine the most valuable aspect of this course to you and explain how you plan to apply it to your personal financial practices.Share two ways that you feel you will be able to apply the concepts you learned in this course to your current or future work position.

Which of the following returns is known at the end of an investment (or at the end of the semester for your grades)?     Realized and required     Realized and expected     Expected and required

Question content area top Part 1 ​(Comprehensive Problem)  Suppose that you are in the fall of your senior year and are faced with the choice of either getting a job when you graduate or going to law school. Of​ course, your choice is not purely financial. ​ However, to make an informed decision you would like to know the financial implications of the two alternatives. ​ Let's assume that your alternatives are as​ follows:   If you take the​ "get a​ job" route you expect to start off with a salary of ​$35,000 per year. There is no way to predict what will happen in the​ future, your best guess is that your salary will grow at 4 percent per year until you retire in 42 years. As a law​ student, you will be paying ​$30,000 per year tuition for each of the 3 years you are in graduate school. ​ However, you can then expect a job with a starting salary of ​$75,000 per year. ​ Moreover, you expect your salary to grow by 7 percent per year until you retire 36 years later.   ​Clearly, your…

Identify briefly five questions a money manager should ask before recomending suitable investments for a client

The last step in the financial planning process is to Group of answer choices use financial statements to evaluate results of plans and budgets, taking corrective action as required implement financial plans and strategies. periodically develop and implement budgets to monitor and control progress toward goals redefine goals and revise plans and strategies as personal circumstances change develop financial plans and strategies to achieve goals

Knowledge Gained Rate the three most important concepts that you learned in this course in order of importance. Provide a rationale for your ratings. Propose two applications of knowledge that you have learned in this course to your current or to a future position. Be sure to respond to at least one of your classmates' posts. Read a post by one of your peers and provide a substantive response, making sure to extend the conversation by asking questions, offering rich ideas, or sharing personal connections.

help please answer in text form with proper workings and explanation for each and every part and steps with concept and introduction no AI no copy paste remember answer must be in proper format with all working

Answer 1, 3, 5, and 6.

Professional financial planners should   Multiple Choice A inform the client about the outcome of the plan. B assess their client's risk-and-return requirements on a one-time basis, explain the investment plan to the client, and inform the client about the outcome of the plan. C explain the investment plan to the client. D assess their client's risk-and-return requirements on a one-time basis. E explain the investment plan to the client and inform the client about the outcome of the plan.