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Keywords: Financial planning
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Teaching Notes
Journal:
Teaching Notes
Teaching Notes (2025)
Published: 03 February 2025
... and expenses by providing their bank and credit card statements for a 3-month period. Students are tasked with applying their financial planning knowledge and skills to create a budget for the couple and make recommendations to optimize their spending patterns. Complexity academic level The case...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–20.
Published: 10 January 2025
..., including business operations, entrepreneurship, sustainable products, social innovation and financial planning. The case study on social entrepreneurship will guide students to comprehend its concept, significance, challenges and understand how businesses can be a force for positive social impact. The case...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes (2020) 16 (6): 703–728.
Published: 11 December 2020
...-graduate level courses on personal finance, financial planning elective or entrepreneurship. It is useful for teaching lessons on how financial planning and strategic decisions taken, through entrepreneurial traits and opportunity recognition helps in wealth creation and taking a venture to new heights...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–19.
Published: 12 June 2018
... by Professor Russell Walker. Commodity Decision Making Financial Instruments Financial Planning Financial Strategy Hedging Risk Management Statistical Methods Strategic Planning 21 01 2021 Agriculture, Energy, Ethanol, Biofuel, Oil, Natural Gas Medium Risk...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–20.
Published: 31 May 2018
..., mechanical, photocopying, recording, or otherwise—without the permission of Kellogg Case Publishing. Financial Analysis Financial Instruments Financial Management Financial Planning Investment Management Smart Beta Exchange-Traded Funds Exchange-Traded Funds Factor Investing Fama and French...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–16.
Published: 01 May 2018
... of Kellogg Case Publishing. Decision Making Financial Instruments Financial Management Financial Planning Investment Management Mutual Funds Mutual funds Large Alice Monroe was an admissions officer at the Kellogg School of Management at Northwestern University. It was early...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–17.
Published: 01 May 2018
... and the tax advantages of retirement savings, students will decide how much Alice should invest and in which mutual funds. After reading and analyzing the case, students will be able to: Decision Making Financial Instruments Financial Management Financial Planning Investment Management...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–2.
Published: 13 April 2018
... Making Financial Planning Financial Strategy Financial services Large James, a financial advisor at Bank Private, is advising a high net worth client with $1 million to invest. Bank Private can offer an investment that returns a fixed rate of 5.5% (compounded annually) for twenty...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–12.
Published: 13 December 2017
... Financial Planning Organizational Design Real Estate Strategic Planning Pharmaceuticals, Biotech Markus Steuer, director of real estate at the Swiss firm Drechtal Pharmaceuticals, must decide whether his firm should relocate. Drechtal was currently leasing space in seven different buildings...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–6.
Published: 14 September 2017
.... Data Analysis Decision Making Financial Instruments Financial Management Financial Planning Investment Management Statistical Methods Mutual funds Medium Jennifer McDougall is considering investing in mutual funds for the first time, and has narrowed her options down...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–14.
Published: 11 July 2017
... be reproduced, stored in a retrieval system, used in a spreadsheet, or transmitted in any form or by any means—electronic, mechanical, photocopying, recording, or otherwise—without the permission of Kellogg Case Publishing. Cash Flow Analysis Financial Analysis Financial Planning Organizational Design...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–12.
Published: 20 January 2017
... be reproduced, stored in a retrieval system, used in a spreadsheet, or transmitted in any form or by any means—electronic, mechanical, photocopying, recording, or otherwise—without the permission of Kellogg Case Publishing. Business process improvement Cost accounting Financial planning Information...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–14.
Published: 20 January 2017
... Decision Making Distribution Channels Strategic Planning Accounting Financial Planning Cash Flow Analysis Financial Strategy Pricing Strategy This case was developed with support from the June 2009 graduates of the Executive MBA Program (EMP-73). This case was prepared by Professor Sarit...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–13.
Published: 20 January 2017
..., or otherwise-without the permission of the Darden School Foundation. Rev. 09/89. economic analysis financial planning financial policy international finance liability management international case diversity case international Manufacturing In the spring of 1987, the chief financial...
Includes: Supplementary data
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–5.
Published: 20 January 2017
..., photocopying, recording, or otherwise—without the permission of Kellogg Case Publishing. Financial Analysis Financial Planning Marketing Marketing Planning Break-even Margin Musical Instrument Manufacturing Helmut Schmidt, product manager for Hohner Musikinstrumente GmbH & Co...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–9.
Published: 20 January 2017
... of the quantitative findings in the context of the application. Decision Making Financial Analysis Financial Planning Market Research Market Statistical Methods © The Kellogg School of Management at Northwestern University 2012 Cases are developed solely as the basis for class discussion. Cases...
Teaching Notes
Journal:
Teaching Notes
Teaching Notes 1–14.
Published: 20 January 2017
... that addresses whether the proposed dividend for the PERCS issue is correct. Automobile/Automotive capital structure financial planning option pricing diverse protagonist gender (female protagonist) Copyright © 1995 by the University of Virginia Darden School Foundation, Charlottesville...
