FIN 700 Milestone Four Guidelines and Rubric

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FIN 700 Milestone Four Guidelines and Rubric

 

Milestone Four: Executive Summary (Component 1: Section I) and Recommendations (Component 1: Section V)

  

Overview: The final project for this course is the creation of a financial analysis and planning report, including a presentation to the executive management team. For Milestone Four, submit a draft of your Executive Summary (Component 1: Section I) and Recommendations (Component 1: Section V).

 

From the financial analysis and planning report, provide a summary of your analysis. You will also provide recommendations to the firm’s executives. The recommendations should be based both on your analysis and current market conditions.

 

Prompt: Milestone Four should contain the following critical elements:

 

I.      Executive Summary: Briefly provide the “bottom line” of your financial analysis and key recommendations to a busy executive audience.

V.      Recommendations: Provide high-level, strategic recommendations for your company for the upcoming three years. Based on your analysis and interpretations, where are there opportunities for growth? What risks does the company face, and how might it mitigate them? Apply relevant principles of asset allocation and portfolio diversification in making your suggestions and assess the risks and returns for each individually as well as the group of suggestions as a whole. You should also consider how changing market conditions might affect your recommendations and how the recommendations fit with the company’s investment needs and priorities.

 

 

Guidelines for Submission: Your draft must contain all of the elements listed above. It should be at least 2 pages in length (excluding the title page, references, supporting calculations, and appendices) and should follow APA guidelines. You must include calculations and appropriate graphs, tables, references, and other appendices as needed to support your written analysis. Cite your sources within the text of your paper and on the reference page.

 

Critical Elements	Proficient (100%)	Not Proficient (0%)	Value
Executive Summary	Executive summary provides succinct and clear key points	Does not include executive summary	40
Recommendations	Recommendations cover key points of growth, risk, risk management, asset allocation, portfolio diversification, and market trends appropriate to company’s needs and priorities	Does not include recommendations	50
Articulation of Response	Submission is free of errors related to citations, grammar, spelling, syntax, and organization and is presented in a professional and easy-to-read format	Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas	10
Total			100%

 

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