This guide is for BUSI 489 Week 2 Targeted Financial Plan 2, start to submission. The second financial plan section for the 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 | 2 |
| 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 |
What BUSI 489 Week 2 Targeted Financial Plan 2 asks for
Targeted Financial Plan 2 is due in Module/Week 2 with Grable chapters 4 and 15 and Lytton chapter 9. Same approach as Plan 1, on the next content area. Worth 100 points.
Where it fits in BUSI 489
In the published schedule, Targeted Financial Plan 2 is one of 16 graded written assignments in BUSI 489. It follows Week 2 Mini-Case Assignment 2 and comes before Week 3 Mini-Case Assignment 3. The same week also has Mini-Case Assignment 2, so plan the week's writing together.
How BUSI 489 Week 2 Targeted Financial Plan 2 is graded
Liberty grades Targeted Financial Plan 2 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. 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 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 2 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
Select the strategies, content or interventions that fit each objective, and say why they fit, citing 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.
Present the statements in tables, then write a short narrative the client can read. Tie each recommendation to a goal from Plan 1, and estimate its effect on cash flow.
A structure for BUSI 489 Week 2 Targeted Financial Plan 2
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 |
|---|---|---|
| Current situation | Statements and ratios. | ~360 words |
| Analysis | Strengths and problems. | ~360 words |
| Recommendations | Specific actions. | ~360 words |
| Presentation | Client-ready. | ~120 words |
A topic angle that works
This section usually analyzes the client's financial situation: the cash flow statement, the balance sheet and the ratios that show strengths and weaknesses. Follow the section instructions.
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.
Your monthly surplus is $650. We recommend directing $500 of it to the emergency fund until it reaches $36,000, which will take about four and a half years at that pace, or three years if you also redirect your annual bonus. The remaining $150 should go to paying down the 21% credit card balance, which costs more than any investment is likely to earn.
- A specific amount.
- Tied to a goal.
- A timeline.
Mistakes that cost points on BUSI 489 Week 2
- Statements without analysis.
- Recommendations not tied to goals.
- Inconsistent numbers with Plan 1.
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
When is BUSI 489 Targeted Financial Plan 2 due?
In Module/Week 2.
How many points is BUSI 489 Week 2 Targeted Financial Plan 2 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 2 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.
Want a tutor to look at your draft?
Send the instructions and what you have so far. A Liberty tutor replies with what to fix first, usually within the hour.