This guide is for BUSI 489 Week 1 Targeted Financial Plan 1, start to submission. The first section of the financial plan for the textbook's case client.
BUSI 489 is Capstone in Financial Planning, 3 credit hours, in Liberty University's BS in Business Administration. Canvas and the course guide file print the code as BUSI489; it is the same course.
| Course | BUSI 489 Capstone in Financial Planning |
|---|---|
| Module/Week | 1 |
| Points | 100 points |
| Length | Set in the section instructions |
| Sources | The case, the textbooks and the planning software |
| Faith integration | Not required by the guide |
| Format | As instructed, using the course software where required |
What BUSI 489 Week 1 Targeted Financial Plan 1 asks for
Using a hypothetical case from the textbook, you complete sections of a Targeted Financial Plan, each covering one or more financial planning content areas; the sections are used to complete the Comprehensive Financial Plan in Week 8. Targeted Financial Plan 1 is due in Module/Week 1 with Grable chapters 1 to 3 and 15 and Lytton chapters 1, 2 and 4 to 8 and appendix B. Worth 100 points.
Where it fits in BUSI 489
In the published schedule, Targeted Financial Plan 1 is one of 16 graded written assignments in BUSI 489. It follows Week 1 Mini-Case Assignment 1 and comes before Week 2 Mini-Case Assignment 2. The same week also has Mini-Case Assignment 1, so plan the week's writing together.
How BUSI 489 Week 1 Targeted Financial Plan 1 is graded
Liberty grades Targeted Financial Plan 1 with the rubric attached to the assignment in Canvas, worth 100 points in the published guide. That is about 10% of the course's 1,010 points. The rubric rows are the real instructions. Draft against them, and you will rarely be surprised by the grade.
Course grades in BUSI 489 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 (except Module/Week 1) 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 489 Week 1 method, step by step
Start from the need
Assess the need first. The plan's goals and measures all depend on a clear statement of the gap.
Write measurable objectives
Write objectives that name the audience, the behavior or outcome, the level and the time frame.
Choose methods that fit the objectives
Match each objective to a method and justify the match with evidence (The case, the textbooks and the planning software).
Plan the resources and timeline
List what the plan needs (people, time, materials, cost) and the order of steps. Graders look for plans that could be carried out.
Plan the evaluation
Say how you will know the plan worked: the measure, the data source and the time point for each objective.
Format and length
Use the template or headings the guide gives and stay within Set in the section instructions, in current APA.
Write goals in measurable form (amount, date, priority) and state each assumption with its source, so later sections stay consistent. Write for the client: short sentences, figures in tables and terms explained.
A structure for BUSI 489 Week 1 Targeted Financial Plan 1
Word targets are planning numbers for about 1,200 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 profile | Household, goals and assumptions. | ~310 words |
| Analysis | The content area for this section. | ~480 words |
| Recommendations | Specific and prioritized. | ~290 words |
| Presentation | Clear for the client. | ~120 words |
A topic angle that works
The first section usually establishes the client: the household, goals ranked by priority, and the planning assumptions (inflation, returns, life expectancy) every later section will use. Follow the section instructions for exact content.
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.
Goal 1 (high priority): build an emergency fund equal to six months of expenses, $36,000, within three years. Goal 2 (high): retire at 62 with 80% of current income, adjusted for inflation. Goal 3 (medium): fund 50% of each child's in-state public college costs. Assumptions: 3% inflation, 6% long-term portfolio return, life expectancy of 95 for planning.
- Measurable goals.
- Priorities.
- Stated assumptions.
Mistakes that cost points on BUSI 489 Week 1
- Vague goals.
- Unstated assumptions.
- Jargon for the client.
Checklist before you submit
- Length: Set in the section instructions
- Sources: The case, the textbooks and the planning software
- Each objective is measurable and has an evaluation measure
- Required template or headings used
- Each rubric row read against the section that answers it
Questions students ask
Do BUSI 489 sections all use the same client?
Yes. Every Targeted Financial Plan uses the same hypothetical case from the textbook.
How many points is BUSI 489 Week 1 Targeted Financial Plan 1 worth?
100 points in Liberty's published course guide for BUSI 489, out of a course total of 1,010 points (about 10% of the grade). The rubric attached to the assignment in Canvas shows how those points are divided.
Is BUSI 489 Week 1 the same in every section of BUSI 489?
This guide follows Liberty's published course guide for BUSI 489. 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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