Create your own case study and financial plan for yourself, someone else or create a client profile
Use the case studies in the text as a model as you prepare financial statements (cash flow and net worth). creating simple financial (Cash Flow/Net Worth)statements
Set and quantify at least two goals (pay down debt, buy a house, save for retirement...). 5 points quantifying the goals (TVM) considering inflation. What ROR do you need and what instruments will achieve the required return?