Start of Main Content
Case
Excel(lence) with Interest
Author(s)
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 years. James needs to prepare financial projections for the client that include annual interest and annual taxes as well as total interest and total taxes.
Date Published:
04/13/2018
Discipline:
General Management
Key Concepts:
Business Plans, Cash Flow Analysis, Decision Making, Financial Planning, Financial Strategy
Citations:
Walker, Russell. Excel(lence) with Interest. 5-217-256 (KE1053).
