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1) prepare a case about personal financial planning. For 1st part, you require to introduce the person (you or somebody you know or somebody you made up) following steps (personal income statement, personal balance sheet, description, personal mission, and SWOT analysis). For second part, you require to identify or set goal/strategies/objectives from essential assets, insurance, estate plan, credit/debt management, and long-term financial security plan. For 3rd part, you require to prepare something about rechecking/updating for 2nd part (check and make sure it works) and do some plan for future. For last part, it is synopsis and conclusion.

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