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Analyze the current financial situation of your client.

September 19, 2021
Christopher R. Teeple

Your financial report presentation must
Analyze the current financial situation of your client.
Evaluate their financial goals based on the current social, demographic, and economic trends.
Solve their current financial problems, which are a hindrance in achieving their financial goals, by applying the principals and processes of financial management.
Create a contingency plan and make recommendations to help them achieve their financial goals.
Part 1: Power Point Requirements
Create a PowerPoint presentation based on your Financial Report that was completed in Week 4. This presentation should address highlights of your report and what you feel is most important for your client to understand to help them achieve their goals.
The PowerPoint presentation should
Include eight to 10 slides and cover the major elements of your financial report.
Contain speaker notes for each slide to further explain the information on that slide.
Include a cover slide with your name, date, and title. (This is not included as part of the eight- to 10-slide requirement.)
Use at least two graphics (examples: charts, trend line, tables) to illustrate your key points and make the presentation look professional.
Presentation Resources
The following resources will guide you in creating a professional presentation:
How to Make a PowerPoint Presentation (Links to an external site.)
University of Arizona Global Writing Center’s Presentations (Links to an external site.)
You can download a sample PowerPoint from this webpage.
Introduction to APA (Links to an external site.)
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