Posted: October 17th, 2022

Week 5 complete

This week, you will write a comprehensive APA analysis paper utilizing all the knowledge you have gained in BUS 1175. Use what you have learned from the READ and ATTEND sections throughout the course (including Unit 5) and at least three scholarly sources to address the items listed below. If you need support on how to formulate your APA Analysis paper, you may refer to your APA Template under the Resource tab or contact the CPS Librarians. Please refer to your grading rubric for guidance. Upon completion you will click on the Dropbox tab to submit your paper for grading.

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Be sure to back up your opinion with at least three scholarly sources. Use in-text citations and do not self-plagiarize from the previous weeks.

Based on the continuing case in chapter 5, Financial Services: Savings Plans and Payment Accounts, address and discuss the questions and statements listed below.

  • Assuming the role of a financial planner, how would you advise the client on their personal financial planning strategy?
  •  Incorporating chapter 7, 8, and 9, advise the client on housing decisions (i.e. rent or buy), the role of consumer credit in planning, and the importance of insurance instruments (chapters 10-12). 
  • Include your advice on wealth accumulation utilizing securities such as stocks and bonds. (chapters 13-15).

Textbook(s) Kapoor, J. R., Dlabay, L. R., Hughes, R. J., & Hart, M. M. (2019). Personal finance (13th ed.). McGraw-Hill Education.

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