QuickHelper

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About QuickHelper

Levels Tought:
Elementary,High School,College,University,PHD

Expertise:
Accounting,Applied Sciences See all
Accounting,Applied Sciences,Business & Finance,Chemistry,Engineering,Health & Medical Hide all
Teaching Since: May 2017
Last Sign in: 352 Weeks Ago, 5 Days Ago
Questions Answered: 20103
Tutorials Posted: 20155

Education

  • MBA, PHD
    Phoniex
    Jul-2007 - Jun-2012

Experience

  • Corportae Manager
    ChevronTexaco Corporation
    Feb-2009 - Nov-2016

Category > Accounting Posted 25 May 2017 My Price 12.00

Explain all types of savings accounts, Personal Finance small project help

Question description

 

Goal

To create a written recommendation on a savings plan.

Role

You are a financial advisor who has been asked to recommend a savings plan for a client.

Audience

A client who is interested in saving money that will not be accessed for 10 years.

Situation

You work as a financial advisor and must make recommendations to a client regarding where he/she should save. This will be money that he/she will not have access to for at least ten years. You will need to do the following for your client:

  1. Explain all types of savings accounts
  2. Recommend the best option: Money market account or CD
  3. Explain why the option you recommend is the best option for them

Product and Performance

Exhibition: Write a three paragraph essay that explains the recommended savings plans. The paragraphs should be organized, using the bulleted items listed above as the content of each paragraph. Refer to class notes, blogs, lesson presentations, and readings.

Reflection

Create a client scenario that would illustrate someone who would use one of the other savings plan choices and explain why they would use this type of savings plan.

Answers

QuickHelper
(10)
Status NEW Posted 25 May 2017 04:05 AM My Price 12.00

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