FIN533 Personal Financial Planning Individual Assignment 2025 | UiTM

Published: 11 Sep, 2025
Category Assignment Subject Financial
University Universiti Teknologi MARA (UiTM) Module Title FIN533 Personal Financial Planning

FIN533 INDIVIDUAL ASSIGNMENT

Assignment – 20% out of 100

Passing Mark(s): 50

Create Your Own Personal Financial Plan

CLO: 2

Assignment is given to prove students’ capability to analyse numerical and graphical financial data related to assisting in current and future financial planning and decision making.

Students have to document their analysis of personal finances, including earnings, liabilities, assets and investments.

They have to come out with their own personal financial templates such as cash flow, balance sheet, ratios calculation and budget.

Henceforth, students must assess their own financial situation and provide recommendations.

**Lecturers are encouraged to use E-Connect materials for individual assignments.

(Financial Planning Excel Sheets provided in E-Connect)

Report:

Students will submit the report in both excel and infographics (Canva/PowerPoint)

RUBRICS:

Individual Assignment:

ASSIGNMENT RUBRICS:

FIN533 ASSIGNMENT RUBRICS

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