FIN533 Personal Financial Planning Individual Assignment: Comprehensive Analysis and Strategic Financial Management for Individual Growth

School

Universiti Teknologi MARA (UiTM)

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Assignment Type

Individual Assignment

Subject

FIN533: Personal Financial Planning

Uploaded by Malaysia Assignment Help

Date

09/05/2025

FIN533 INDIVIDUAL ASSIGNMENT

Assignment – 20% out of 100

Passing Mark(s): 50

Create Your Own Personal Financial Plan

CLO: 2

Assignment is given to prove students’ capability to analyse numerical and graphical financial data related to assisting in current and future financial planning and decision making.

Students have to document their analysis of personal finances, including earnings, liabilities, assets and investments.

They have to come out with their own personal financial templates such as cash flow, balance sheet, ratios calculation and budget.

Henceforth, students must assess their own financial situation and provide recommendations.

**Lecturers are encouraged to use E-Connect materials for individual assignments.

(Financial Planning Excel Sheets provided in E-Connect)

Report:

Students will submit the report in both excel and infographics (Canva/PowerPoint)

RUBRICS:

Individual Assignment:

https://fbm.uitm.edu.my/images/download/staff/rubrics_compressed.pdf

ASSIGNMENT RUBRICS (LOWER LEVEL)

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