FIN $340$ Final Project Guidelines and Rubr

Overview

Your job as a financial advisor is to create investment goals for your client and a plan to reach investments in appropriate assets. Working as an investor for a client is a multistep process th

Analyzing a client's financial data

Determining a client's risk tolerance and objectives

Determining the values of stocks

Developing a portfolio based on the client's risk tolerance, return objectives, and liquidity

Selecting appropriate assetc