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BUSI 489 Week 8 Financial Plan Presentation: How to Write It

This guide is for BUSI 489 Week 8 Financial Plan Presentation, start to submission. A professional PowerPoint presenting the Comprehensive Financial Plan to the client in terms the client can easily understand.

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.

CourseBUSI 489 Capstone in Financial Planning
Module/Week8
Points50 points
LengthNot set in the guide
SourcesYour Comprehensive Financial Plan
Faith integrationNot required by the guide
FormatPowerPoint

What BUSI 489 Week 8 Financial Plan Presentation asks for

You create a PowerPoint presentation of the Comprehensive Financial Plan. In practice it would be used to present the plan to the client, so it must be professional and in a format the client can easily understand. It is due in Module/Week 8; the final week ends Friday at 11:59 p.m. (ET). Worth 50 points.

Where it fits in BUSI 489

In the published schedule, Financial Plan Presentation is one of 16 graded written assignments in BUSI 489. It follows Week 7 Mini-Case Assignment 6 and comes before Week 8 Comprehensive Financial Plan. The same week also has Comprehensive Financial Plan, so plan the week's writing together.

How BUSI 489 Week 8 Financial Plan Presentation is graded

Liberty grades Financial Plan Presentation 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 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 8 method, step by step

  1. Plan the talk before the slides

    Decide what the audience should know or do at the end, and outline the talk around that. The slides come last.

  2. One idea per slide

    Each slide carries one point, stated in its title. Short lines, readable type, no paragraphs on the slide.

  3. Put the evidence where it is used

    Cite sources on the slides where you use them and list them on a references slide (Your Comprehensive Financial Plan).

  4. Write speaker notes or a script

    Write notes for each slide in full sentences. They keep the recording on time and give the grader the reasoning the slides only point to.

  5. Rehearse to the time limit

    Do one timed run before the final recording and trim to fit the limit.

  6. Check the technical requirements

    Before submitting, check the slide count and timing (Not set in the guide), that audio plays, and that the link or file opens for someone else.

One slide per content area with no more than three recommendations each, then a final slide listing the next three steps with dates. Avoid jargon or explain it on the slide.

A structure for BUSI 489 Week 8 Financial Plan Presentation

Word targets are planning numbers for about 900 words of body text, set by the length in the guide; the rubric decides where to spend more.

SectionWhat it must doTarget
Goals and summaryThe client's goals and where they stand.~220 words
RecommendationsKey actions by area.~360 words
Next stepsPrioritized actions and timeline.~180 words
DesignProfessional and clear.~140 words

A topic angle that works

Present to the client, not the instructor: lead with their goals, show where they stand, then give the actions that matter most, using charts instead of dense tables.

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.

BUSI 489 Week 8, sample slide text

Slide 6: Protecting your family. Today, your life insurance would leave a gap of about $735,000 if one of you died. Our recommendation: a $750,000 20-year term policy for each of you, about $70 a month combined. Next step: medical exams in the next 30 days.

  1. Plain language.
  2. A figure and cost.
  3. A next step.

Mistakes that cost points on BUSI 489 Week 8

  • Technical slides.
  • Too many recommendations.
  • No next steps.

Checklist before you submit

  • Length: Not set in the guide
  • Sources: Your Comprehensive Financial Plan
  • Slide count and time limit within the guide's numbers
  • Audio, notes or video included if the guide asks
  • Each rubric row read against the section that answers it

Questions students ask

Who is the audience for the BUSI 489 presentation?

The client, so it must be professional and easy for the client to understand.

How many points is BUSI 489 Week 8 Financial Plan Presentation worth?

50 points in Liberty's published course guide for BUSI 489, 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 489 Week 8 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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