PERSONAL FINANCE

Financial Advisor Assignment

(Due by 5PM, December 12)

As a Financial Advisor, your job is to answer the 1 to 3 questions posed by your advisee and to provide any additional constructive feedback that you think would improve your advisee’s finances. You will have 5 minutes to present your answers to your advisee’s questions in class.

You should do two things with your answers to your advisee’s questions and any other suggestions that you have for your advisee: (1) send your answers and suggestions to your advisee & (2) upload your answers and suggestions to the “Econ223-Advisor Assignment” folder in the drop conference by 5PM on December 12.

Your advisee is required to send you a copy of: (1) her Master Spreadsheet, & (2) her current description of her prototype (a revised version of Assignment 1) by 5 PM on Sunday, November 21.

Your advisee is required to send you the 3 questions that she needs advice on and a draft of her presentation materials 24 hours before the scheduled presentation so you can prepare your advice. If you don't receive a copy of the presentation by that time, email Econ223-Ask-Ann-Suandra.

Home Outline &Readings Description Assignments Requirements

Ann Witte, AWitte@Wellesley.edu
Economics
Date Created: May 9, 2006
Last Modified: November 13, 2010
Expires: January 15, 2011