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iRubric: BUS147:SLO#3: ESTATE rubric
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BUS147:SLO#3: ESTATE
BUS147:SLO#3: RETIREMENT
Given a financial scenario, design and support an appropriate retirement plan and/or estate plan.
Rubric Code:
P28W99
By
tseverance
Ready to use
Public Rubric
Subject:
Finance
Type:
Project
Grade Levels:
(none)
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Financial Statements
Poor (F)
8 pts
Fair (D)
11 pts
Good (C)
14 pts
Very Good (B)
17 pts
Excellent (A)
20 pts
Relevant Fact Analysis
Poor (F)
Fair (D)
Good (C)
Very Good (B)
Excellent (A)
Options Available
Poor (F)
Fair (D)
Good (C)
Very Good (B)
Excellent (A)
Rec #1: Will
Poor (F)
Fair (D)
Good (C)
Very Good (B)
Excellent (A)
Rec #2: Trusts, Gifts
Poor (F)
Fair (D)
Good (C)
Very Good (B)
Excellent (A)
Rec #3: AHC, DPOA, etc.
Poor (F)
Fair (D)
Good (C)
Very Good (B)
Excellent (A)
Subjects:
Finance
Law
Types:
Project
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