BUSI 352 is Liberty's financial planning course, with an emphasis on retirement planning. Its written work is four two-week forums (a 400-word thread with academic journal citations and biblical knowledge, then replies) and two case studies.
Liberty's catalog lists the course as BUSI 352 Financial Planning, 3 credit hours; Canvas and the course guide file print it as BUSI352.
What BUSI 352 covers
The catalog description: This course is designed to provide an overview of the financial planning process with specific emphasis of retirement planning. Topics discussed will include: client/planner interactions; time value of money applications; personal financial statements development and assessment; cash flow and debt management; asset acquisition; education planning; planning elements of risk management; investment planning; and retirement planning; special needs planning review; integrating planning recommendations; financial planning ethics review; overview of practice management concepts.
The course gives an overview of the financial planning process with emphasis on retirement planning: client and planner interactions, time value of money, personal financial statements, cash flow and debt management, asset acquisition, education planning, risk management, investment and retirement planning, special needs planning, integrating recommendations, ethics and practice management. The text is Dalton et al., Fundamentals of Financial Planning.
Eight quizzes (240 points) and a midterm and final of 75 questions each (300) have no guide here.
Textbook named in the published guide: Dalton et al., Fundamentals of Financial Planning (2016). Check the current edition in your Canvas section.
BUSI 352 assignments, week by week
Every graded written assignment in the published guide has its own how-to guide below. Quizzes, exams, checklists and class introductions are left out because there is nothing to write.
| Week | Assignment | Points | Length |
|---|---|---|---|
| 1 | Discussion Board Forum 1 | 85 | Thread 400 words; replies 200 words |
| 3 | Discussion Board Forum 2 | 85 | Thread 400 words; replies 200 words |
| 5 | Discussion Board Forum 3 | 85 | Thread 400 words; replies 200 words |
| 5 | Case Study 1 | 50 | Not set in the guide; follow the case instructions |
| 7 | Discussion Board Forum 4 | 85 | Thread 400 words; replies 200 words |
| 7 | Case Study 2 | 70 | Not set in the guide; follow the case instructions |
Week 1: Discussion Board Forum 1
A 400-word thread with course and biblical knowledge and 2 academic journal citations in Week 1, then two 200-word replies in Week 2. How to write BUSI 352 Week 1 Discussion Board Forum 1.
Week 3: Discussion Board Forum 2
A 400-word thread in Week 3 and two 200-word replies in Week 4. How to write BUSI 352 Week 3 Discussion Board Forum 2.
Week 5: Discussion Board Forum 3
A 400-word thread in Week 5 and two 200-word replies in Week 6. How to write BUSI 352 Week 5 Discussion Board Forum 3.
Week 5: Case Study 1
The first financial planning case study, following the instructions in the course. How to write BUSI 352 Week 5 Case Study 1.
Week 7: Discussion Board Forum 4
A 400-word thread in Week 7 and two 200-word replies in Week 8. How to write BUSI 352 Week 7 Discussion Board Forum 4.
Week 7: Case Study 2
The second financial planning case study, following the instructions in the course. How to write BUSI 352 Week 7 Case Study 2.
How BUSI 352 is graded
The published guide totals 1,010 points. The four forums are 85 each (thread 55, replies 30). Case Study 1 is 50 and Case Study 2 70. Quizzes are 240, the exams 300 and the checklist 10.
| Graded item | Points |
|---|---|
| Discussion Board Forums (4) | 340 |
| Case Study 1 | 50 |
| Case Study 2 | 70 |
| Quizzes (8) | 240 |
| Midterm Exam | 150 |
| Final Exam | 150 |
| Course Requirements Checklist | 10 |
The published scale puts an A at 900 to 1010 points.
Week 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.
How to approach BUSI 352
The forums require citations from current academic journals, such as the Journal of Financial Planning and Financial Services Review, so set up library access early.
The case studies come in Weeks 5 and 7 and follow the planning process; review the chapters on financial statements and the time value of money before them.
Questions students ask
How long are BUSI 352 forum posts?
A 400-word thread showing course and biblical knowledge with at least 2 current academic journal citations, and 200-word replies to 2 classmates with at least 1 journal citation each.
What are BUSI 352 case studies?
Two case studies in current APA, in Weeks 5 and 7, applying the financial planning process; the details are in the course instructions.
Working through BUSI 352 now?
Tell us the week and the assignment. A tutor who knows the course replies with a plan for the draft.