BUSI 686 Financial Planning Sample Papers, Week by Week

Liberty University · MBA · Business and accounting · Updated

BUSI 686 surveys the financial planning process for individual clients, from communication and behavioral finance through personal financial statements, cash and debt, education and risk planning, investments, retirement and estates. The samples work each forum through one household: why clients ignore a sound plan, what a couple's financial ratios reveal and whether a 40-year-old should switch to a Roth 401(k) or simply save more.

CourseBUSI 686 Financial Planning (BUSI686)
Credit hours3
ProgramMBA
Length8 Module/Weeks, online
Weeks with written work3 of 8
Samples on this site3 week sample papers
SourcesLiberty's 2026-2027 catalog and the published BUSI 686 course guide
UpdatedOctober 2026

What BUSI 686 covers

Dalton and colleagues' chapters are assigned out of order, 1 and 2 first, then 7 and 15, 2 and 3, 4 to 6, 8, 11 and 16, 9, 12 and 14, 13 and 17, and finally 10 and 18; six open-book quizzes of 25 questions with a 90-minute limit run through Module/Week 7, and the 100-question comprehensive final exam closes Module/Week 8.

Forums fall in Module/Weeks 1, 3 and 6 at 50 points each, the thread posted on the board and attached in Word; end-of-chapter questions answer the textbook in Module/Weeks 2, 4 and 7, and the two 100-point written assignments in Module/Weeks 5 and 8 analyze a case the instructor provides.

Liberty's 2026-2027 catalog describes BUSI 686 Financial Planning this way:
An overview of personal financial decision-making, emphasizing each phase of life. Topics covered include career planning, budgeting, use of credit, insurance, investments, retirement planning, and income tax planning.

BUSI 686 week by week, with the sample for each

WeekWritten work in the course guidePointsSample
Week 1DB Forum 1 (Course Requirements Checklist, Class Introductions and Quiz 1 also due)50Read the Week 1 sample
Week 2End-of-chapter discussion questions and Quiz 2 onlyNo written paper this week
Week 3DB Forum 2 (Quiz 3 also due)50Read the Week 3 sample
Week 4End-of-chapter discussion questions and Quiz 4 onlyNo written paper this week
Week 5Written Assignment 1 on the instructor's case onlyNo written paper this week
Week 6DB Forum 3 (Quiz 5 also due)50Read the Week 6 sample
Week 7End-of-chapter discussion questions and Quiz 6 onlyNo written paper this week
Week 8Written Assignment 2 on the instructor's case and the Comprehensive Final Exam onlyNo written paper this week

Where BUSI 686 papers lose points

BUSI 686 posts lose points when a personal story stands alone without a course concept to explain it, when ratios are listed without a judgment about which problem comes first, when a retirement account is chosen before the savings gap is measured and when replies fall under 250 words.

Using a BUSI 686 sample well

The samples draw on research about automatic enrollment, commitment to save more from future raises, the limits of financial education, financially fragile households, Federal Reserve survey data on emergency savings, retirement readiness and how employees respond when a Roth 401(k) is introduced.

BUSI 686 questions, answered

What are the BUSI 686 discussion forum requirements?

A BUSI 686 forum post must reach 350 words and draw on both the student's experience and the course material, go on the board with a Word copy, and be followed by 250-word replies to two classmates.

What are the BUSI 686 written assignments?

Two 100-point assignments in Module/Weeks 5 and 8, each answering questions on a case study the instructor provides, with length requirements that vary by assignment.

What textbook does BUSI 686 use?

Dalton and colleagues' Fundamentals of Financial Planning, covering the planning process, client communication and behavioral finance, financial statement analysis and the major planning areas.

Ask for a custom BUSI 686 sample

Send the Module/Week, the instructions and the rubric from your Canvas course, and a writer in your field drafts a sample to them in 24 to 48 hours. The first custom sample is free.