BUS 215 UAGC Essmas Financial Situation Financial Report Presentation

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.

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