AOS 492- Financial Literacy for Leaders

Applied Financial Decision Project

PURPOSE: To integrate the learning from all the course units within the AOS492 course, this assignment is an opportunity to incorporate the important aspects learned in the course, research, and other readings to be able to apply in real-life situations.

DESCRIPTION: This is a comprehensive demonstration of learning for the course that includes a synthesis that incorporates theoretical learning from the course and your own research along with an applied component from a financial literacy concept. In this assignment, assume you are a leader of a major organization or in a position of making personal life decision. You are confronted with a financial situation that needs a thoughtful and careful decision. Fortunately, you just recently completed a financial literacy course, how would you approach the issue?

The assignment outline should be as follows:

1. Introduction, introduce yourself and the brief overview of what you are going to discuss in this paper

2. Identify the financial problem or issue you are facing. Describe in detail why this issue requires a thoughtful analysis and careful decision making. You must be prepared to share the implications of your decision.

3. Discuss the importance of financial literacy for leaders and why you think your financial knowledge places you in a better position to address this issue

4. Identify at least one aspect in the course and/ or literature that you find useful, and demonstrate your understanding of this aspect that is vital in financial decision making

5. In conclusion, how would you in summary, based on your individual financial decision-making experience, encourage and advise other leaders in matters of financial literacy.

The completed work and the reference list should be submitted to the dropbox in the assignments section of the course platform.

GRADING RUBRIC; A total of 100 points is available for this assignment.

CORE AREA	EXPECTATION	POINT VALUE
1. Academic Quality	• Use of proper spelling & grammar. • Use of APA citation to credit sources & use of scholarly sources	10
2. Financial Issue	• Clearly and effectively identify and discuss a financial issue/problem, whether personal or professional	15
3. Discuss Financial Literacy	• Effectively describes you as a leader, [professional or personal], and demonstrate the role of financial literacy in addressing the problem.	30
4. Identify Financial Aspect	• Effectively describes the specific aspects in the course or literature you find helpful	30
5. Conclusion	• Effectively summarizes the lessons learned from the course and the recommendations to other leaders.	15

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