Bm151: Financial Services Project 1 Money Management Skills

Student: Tulkinjon Otamurodov
Instructor: Roy Lee
Date: 04/15/2023


STUDENT LEARNING OUTCOMES
SLO-1. Identify factors that influence financial decisions.
SLO-2. Know what money management strategy is and how to develop it.
SLO-3. Identify strategies to improve money management in order to achieve personal and business financial goals.
SLO-8. Understand what the level of risk tolerance is and how it affects a person’s investment program.


Project 1

Description of requirements	Possible Points	Your Points
SLO-1, SLO-2. Answered: How would you describe your money management strategy?	20
SLO-1, SLO-2, SLO-3. Created a SWOT analysis matrix for your money management strategy.	40
SLO-1, SLO-3, SLO-8. Identified actions to build on your money management strengths, minimize your weaknesses, take advantage of opportunities, and avoid being a victim of threats. Minimum 3 paragraphs total.	40
TOTAL	100