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For this part of the course project, you will demonstrate the best use of savings and investment processes.

In your role as a financial advisor at Eagle Consulting, you will be meeting a potential customer, Keith Jones. Mr. Jones is 35 years old, married with two children, and would like your help in planning a long-term investment strategy with the $100,000 he has to invest. In advance of your meeting, you decide to create a PowerPoint presentation that will educate Mr. Jones on how stocks and bonds are valued, as well as provide a guide to stock and bond investing.

To complete this assignment, do the following:

  1. Refer to the Eagle Consulting Info Sheet you downloaded in the first part of this course project
  2. Develop a 10-screen PowerPoint presentation with accompanying lecture notes that explains the following concepts:
    1. Bond valuation techniques
    2. Stock valuation techniques
    3. Comparison of stock and bond investing

The presentation should include the following slides and accompanying lecture notes. The slide content should be brief and include supporting images or diagrams where appropriate. Use the Notes area beneath each slide to put the accompanying lecture notes for the slide.

Slide

Content

1

Title Slide

2

Slide Content: List of primary benefits of stock investing

Lecture Notes (100-150 words)

  • Explain each identified benefit.

3

Slide Content: List of primary risks of stock investing

Lecture Notes (100-150 words):

  • Explain each identified risk.

4

Slide Content: List of primary benefits of bond investing

Lecture Notes (100-150 words)

  • Explain each identified benefit.

5

Slide Content: List of primary risks of bond investing

Lecture Notes (100-150 words):

  • Explain each identified risk.

6

Slide Content: Explanation of bond valuation techniques

Lecture Notes (100-150 words):

  • Discuss the importance for investors of understanding bond valuation techniques.

7

Slide Content: Step-by-step example of a bond valuation technique using numbers

Lecture Notes (100-150 words):

  • Explain the bond valuation technique.
  • Explain how changing the variables in the example may change the value of the bond.

8

Slide Content: Explanation of one stock valuation technique

Lecture Notes (100-150 words):

  • Discuss the importance for investors of understanding stock valuation techniques.

9

Slide Content: Step-by-step example of the stock valuation technique using numbers

Lecture Notes (100-150 words):

  • Explain the stock valuation technique.
  • Explain how changing the variables in the example may change the value of the stock.

10

Slide Content: Recommended portfolio of stocks and bonds for Mr. Jones’s situation

Lecture Notes (100-150 words):

  • Explain the reasoning behind this recommendation.

If you need assistance with using Microsoft PowerPoint, please visit the Video Tutorials page in the Course Materials folder.

Save your assignment as a Microsoft PowerPoint presentation. (Mac users, please remember to append the “.pptx” extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:

Jstudent_exampleproblem_101504

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