This guide is for BUSI 352 Week 5 Case Study 1, start to submission. The first financial planning case study, following the instructions in the course.
BUSI 352 is Financial Planning, 3 credit hours, in Liberty University's BS in Business Administration. Canvas and the course guide file print the code as BUSI352; it is the same course.
| Course | BUSI 352 Financial Planning |
|---|---|
| Module/Week | 5 |
| Points | 50 points |
| Length | Not set in the guide; follow the case instructions |
| Sources | The case facts and the textbook |
| Faith integration | Not required by the guide |
| Format | Current APA |
What BUSI 352 Week 5 Case Study 1 asks for
You complete two case studies in the course in current APA. Case Study 1 is due in Module/Week 5 with Dalton et al. chapter 11. The case facts and questions are provided in the course. Worth 50 points.
Where it fits in BUSI 352
In the published schedule, Case Study 1 is one of 6 graded written assignments in BUSI 352. It follows Week 5 Discussion Board Forum 3 and comes before Week 7 Discussion Board Forum 4. The same week also has Discussion Board Forum 3, so plan the week's writing together.
How BUSI 352 Week 5 Case Study 1 is graded
Liberty grades Case Study 1 with the rubric attached to the assignment in Canvas, worth 50 points in the published guide. That is about 5% of the course's 1,010 points. Open the rubric before you draft and read across each row: the top column describes what full credit looks like, and the gap between columns tells you what costs points.
Course grades in BUSI 352 use Liberty's point scale: an A is 900 to 1010 points of the course total. Missing the length or source minimum usually costs points on several rows at once, which is why the checklist below starts with them.
Timing in the published guide: Each course module/week begins on Tuesday morning at 12:00 a.m. (ET) and ends on Monday night at 11:59 p.m. (ET). The final module/week ends at 11:59 p.m. (ET) on Friday. Check the due dates in your Canvas section, which govern.
The BUSI 352 Week 5 method, step by step
Read the case for facts, not impressions
Read the case in Case Study 1 and list the facts that matter: who is involved, what happened, what constraints exist. Separate facts from assumptions before analyzing anything.
Name the central problem
Decide what the core problem is and say it plainly. The rest of the analysis should be organized around it.
Apply the course framework
Bring the course material to the case: the framework, theory or principle the week covers, applied explicitly to the facts you listed.
Weigh the options
Compare alternatives before recommending one. Each option needs its advantage and its risk stated in the terms of the case.
Recommend and justify
Choose one course of action and defend it with evidence (The case facts and the textbook). Include how you would implement it and how you would know it worked.
Answer every question asked
Check the case questions one last time. Each one needs a direct answer, clearly labeled, within Not set in the guide; follow the case instructions.
Build the client's balance sheet and cash flow statement first, compute key ratios (emergency fund ratio, savings rate, debt-to-income), and let those numbers drive the recommendations.
A structure for BUSI 352 Week 5 Case Study 1
Word targets are planning numbers for about 1,000 words of body text, set by the length in the guide; the rubric decides where to spend more.
| Section | What it must do | Target |
|---|---|---|
| Client situation | Goals, resources and constraints. | ~200 words |
| Analysis | Financial statements, ratios and gaps. | ~360 words |
| Recommendations | What the client should do. | ~300 words |
| Implementation | Priorities and timing. | ~140 words |
A topic angle that works
Follow the financial planning process the course teaches: gather the client's data, analyze it, develop recommendations, then present priorities. Show calculations where the case gives numbers.
Model paragraph with notes
An original paragraph written by our desk to show the register that earns full rubric credit. It is study material: learn the moves, then write your own.
The clients' emergency fund covers 1.2 months of expenses, below the three to six months Dalton et al. recommend, and their housing costs take 38% of gross income. Their savings rate is 4%, well under the 10% to 15% usually needed for retirement. The first recommendation is to redirect the $400 monthly surplus to the emergency fund until it reaches three months, then to the 401(k).
- Ratios computed.
- Compared with benchmarks.
- A prioritized step.
Mistakes that cost points on BUSI 352 Week 5
- Recommendations without analysis.
- No numbers.
- Ignoring priorities.
Checklist before you submit
- Length: Not set in the guide; follow the case instructions
- Sources: The case facts and the textbook
- Every case question answered under its own heading
- A clear recommendation with its justification
- Each rubric row read against the section that answers it
Questions students ask
When is BUSI 352 Case Study 1 due?
In Module/Week 5.
How many points is BUSI 352 Week 5 Case Study 1 worth?
50 points in Liberty's published course guide for BUSI 352, out of a course total of 1,010 points (about 5% of the grade). The rubric attached to the assignment in Canvas shows how those points are divided.
Is BUSI 352 Week 5 the same in every section of BUSI 352?
This guide follows Liberty's published course guide for BUSI 352. Liberty notes that course content can change from term to term, so if your Canvas section shows different instructions, a different week or different points, follow Canvas and your instructor.
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