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