2013
SLC FBLA BANKING AND FINANCIAL SYSTEMS
FINAL CASE STUDY
PARTICIPANT INSTRUCTIONS
1. You have 20 minutes to review the case and may take notes on the two note cards that were
provided. The note cards will be collected following the presentation.
2. Presentation time is 7 minutes. At 6 and 7 minutes the timekeeper will stand. Five points are
deducted if presentation goes over 7 minutes.
3. The judges will have a 3-minute question and answer period following the presentation.
4. All members of the team must participate in the presentation, as well as answer the
questions.
PERFORMANCE INDICATORS
 A logical solution is selected and presented with positive and negative aspects of its
implementation given
 Alternatives are recognized with pros and cons stated and evaluated
 Thoughts and statements are well organized and clearly stated; appropriate business
language is used
 Demonstrates ability to effectively answer questions
CASE STUDY SITUATION
Susan and Tom Jordan have been married for three years. They enjoy researching stocks and
other investments and have put together an impressive financial portfolio. The couple became
interested in the stock market when Rita’s Uncle Victor gave them ten shares of stock. Currently,
they own several different stocks, two mutual funds, and several corporate bonds. Rita’s Uncle
Victor is now trying to convince the couple that real estate should be their next investment. Rita
and Tom thought Uncle Victor was suggesting that they purchase their first home. However, he
was actually recommending real estate investment trusts (REITs). All Rita knows about REITs is
they are now considered a mainstream investment that would diversify their portfolio. Rita and
Tom are not sure if REITs should be their next investment. In need of some help, they turned to
the experts at Standard & Poor’s for advice.
Critical Thinking Questions
1. How is an investment in a REIT different from buying a house?
2. What factors might affect the performance of a REIT?
3. What other types of investments might Tom and Rita consider to diversify their portfolio?
After introductions, your team should begin their presentation.
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2013 SLC FBLA BANKING AND FINANCIAL SYSTEMS
JUDGES’ NOTES
JUDGING THE PRESENTATION
1.
Each team will consist of two or three members.
2.
The students will read a case study and present the case and suggestions to the judges.
3.
Review the “Judges’ Instructions” and the case.
4.
After introductions the team will begin their presentation.
5.
Teams have up to 7 minutes to present. Penalty points are assigned if a team goes over
the time limit.
6.
Judges have three minutes for Q & A following the presentation.
7.
You may ask the team questions at the end of the presentation. However, if you do this
for one, you must ask all of the teams you are judging additional questions.
8.
You will close the event by thanking the participants for their input.
9.
Complete the rating sheet.
JUDGES’ INSTRUCTIONS
The participant team will present you with suggestions to the situation found on the preceding
pages.
Advice that you might get from the team:
 Hire a financial advisor.
 Hire an accounting firm to take care of their financial books.
After reading the situation, you may formulate your own questions or use the questions listed
below. Some questions that you may decide to ask the team:
 How did you arrive at your recommended suggestions?
 Which of your suggestions do you believe would be easiest to implement?
 Which of your suggestions do you believe would be most difficult to implement?
The team should present their suggestions with clarity and conviction. They should also be able
to answer your questions at the end of the presentation.
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https://www.coursehero.com/file/26411908/Banking-Financial-Systems-Case-Studydoc/
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