Developing an Asset Allocation Strategy Using Morningstar Tools: A Project for the Beginning Personal Financial Planning Course

Abstract

In this paper we discuss the importance ofInternet-based resources for use by students in completing assignments. We explore the possibility of incorporating Morningstar.com into the personal financial planning course as the basis of a portfolio allocation project using an extensive case scenario that we have developed. We illustrate the use of a scoring guide to facilitate grading of the project, thus providing ready-made case analysis for use in the personal financial planning course.