BUS 458

  • BUS 458 Week 1 Assignment Tax and Retirement Planningdocx

    BUS 458 Week 1 Assignment Tax and Retirement Planning

    Tax and Retirement Planning. After reviewing the required articles for this week and researching at least two other relevant sources in the Ashford Library and the internet, describe the possible tax issues a client would need to address in a...

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  • BUS 458 Week 1 DQ 1 Financial Planning Process

    BUS 458 Week 1 DQ 1 Financial Planning Process

    Financial Planning Process. In Chapter 1, the steps in the process of financial planning and building blocks of the financial planning pyramid are described. Some observers feel that the role of financial planners is overrated and that with a bit...

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  • BUS 458 Week 1 DQ 2 Industry Regulation

    BUS 458 Week 1 DQ 2 Industry Regulation

    Industry Regulation. Many market participants feel that the financial services industry is one of the most regulated industries on the planet and is, in fact, overregulated and such constrictions prohibits growth and unnecessarily adds costs. In...

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  • BUS 458 Week 2 DQ 1 Client Communication

    BUS 458 Week 2 DQ 1 Client Communication

    Client Communication. Chapter 3 deals with client communication aspects. In 200-250 words, describe any potential issues with obtaining trust and relevant information from clients. Is it easy for people to talk about their financial situation?...

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  • BUS 458 Week 2 DQ 2 Decision Making

    BUS 458 Week 2 DQ 2 Decision Making

    Decision Making. Read the article, "Dan Isenberg Part 2: Behind Every Great Entrepreneur is a Great Entrepreneur.” Based on the interview, describe the challenges that an entrepreneur will face given the risk of failure. Chapter 4...

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  • BUS 458 Week 3 DQ 1 Professional Judgment

    BUS 458 Week 3 DQ 1 Professional Judgment

    Professional Judgment. Chapter 5 illustrates the need to employ professional judgment in the crafting of a financial plan. Some feel that professional judgment is hard to actually define. Do you agree or disagree with this statement. Why?...

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  • BUS 458 Week 3 DQ 2 Know Thy Customer

    BUS 458 Week 3 DQ 2 Know Thy Customer

    Know Thy Customer. In Chapter 6, the concept of “know thy customer” is discussed. In 200-250 words, examine how static this knowledge is. Discuss the dangers to the adviser who violates this rule. Guided Response: Analyze several of...

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  • BUS 458 Week 4 DQ 1 Triangulation

    BUS 458 Week 4 DQ 1 Triangulation

    Triangulation. In Chapter 7, the concept of triangulation is defined. In 200-250 words, discuss this concept within the context of professional judgment on the part of the financial planner and how analysis is accomplished in the preparation of a...

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  • BUS 458 Week 4 DQ 2 Implementation and Monitoring

    BUS 458 Week 4 DQ 2 Implementation and Monitoring

    Implementation and Monitoring. According to Chapter 8, the implementation and monitoring of a financial plan’s recommendations are essential parts of the systematic process. In 200-250 words, illustrate why implementation and monitoring are...

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  • BUS 458 Week 5 DQ 1 Needs, Problems, Goals

    BUS 458 Week 5 DQ 1 Needs, Problems, Goals

    Needs, Problems, Goals. In 200-250 words, discuss the components which make up a financial plan. Contrast the relative importance of each component. Guided Response: Review several of your peers’ posts. Give additional input to at least two...

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  • BUS 458 Week 5 DQ 2 Financial Plan Competent

    BUS 458 Week 5 DQ 2 Financial Plan Competent

    Financial Plan Competent. In 200-250 words, discuss what the most likely client needs, problems and goals are that a financial planner will want to address in a financial plan. Guided Response: Analyze several of your peers’ posts. Let at...

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