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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.

AOS 492- Financial Literacy for Leaders

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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