Objective
This deliverable will evaluate how well you understand the time value of money.
Instructions
In your role as a financial advisor at Eagle Consulting, you will be meeting a potential customer, Keith Jones. Mr. Jones customer 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 the underpinnings of the time value of money. In doing so, your goal is to help your client understanding the basic construct that a dollar today is more valuable than a dollar received tomorrow.
- Download and read the Eagle Consulting Info Sheet
- Develop a 6 screen PowerPoint presentation with accompanying lecture notes that:
- Explains the concept of the time value of money.
- Provides examples of how time value of money calculations are determined.
The presentation should include the following slides and accompanying lecture notes:
| Slide | Content |
| 1 | Title Slide |
| 2 | Slide Content: Main ideas of the time value of money Lecture Notes (100-150 words)
|
| 3 | Slide Content: Step-by-step example of a present value calculation using numbers Lecture Notes (100-150 words):
|
| 4 | Slide Content: Step-by-step example of a future value calculation using numbers Lecture Notes (100-150 words):
|
| 5 | Slide Content: Identify impacts of compounding on the calculation of present value and future value Lecture Notes (100-150 words):
|
| 6 | Slide Content: Summarize the main points of the time value of money concepts. |
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