Ateneo de Zamboanga University

SENIOR HIGH SCHOOL UNIT

Fr. Eusebio Salvador, SJ Campus, La Purisima St. Zamboanga City
K-12 Basic Education Curriculum
SENIOR HIGH SCHOOL – SPECIALIZED SUBJECT
Grade Level 12 Subject Area: BUSINESS FINANCE

ABM 124
BUSINESS FINANCE
PERFORMANCE TASK
COURSE CODE ABM 124
COURSE DESCRIPTION Business Finance
PERFORMANCE TASK Case Analysis Report
PARTICIPANTS 4-5 Students
TEACHER/INSTRUCTOR Mr. Paul Conrad C. Sisican
TOPIC Introduction to Investments

Direction: Type your complete name below through this format, SURNAME, FIRST NAME M.I. And then, affix your
signature on the right side of the column using a black ballpoint pen.

SECTION GRADE 12 – ABM SECTION DATE MONTH XX, YYYY

GROUP MEMBERS SIGNATURE

1. SURNAME, FIRST NAME M.I.

2. SURNAME, FIRST NAME M.I.
3. SURNAME, FIRST NAME M.I.
4. SURNAME, FIRST NAME M.I.
5. SURNAME, FIRST NAME M.I.

ABM 124 – BUSINESS FINANCE |i

 Ateneo de Zamboanga University
SENIOR HIGH SCHOOL UNIT
Fr. Eusebio Salvador, SJ Campus, La Purisima St. Zamboanga City
K-12 Basic Education Curriculum
SENIOR HIGH SCHOOL – SPECIALIZED SUBJECT
Grade Level 12 Subject Area: BUSINESS FINANCE

RUBRIC
CASE ANALYSIS REPORT
POINT SCALE METRIC TOTAL
CRITERION
SUPERIOR SUFFICIENT INADEQUATE EXTREMELY DEFICIENT POINTS
10 points 9 points 8 points 7-0 points
Content and Completely accurate; all facts and Mostly accurate; a few Somewhat accurate; more than a few Completely inaccurate; the facts in
information necessary were precise, inconsistencies or errors in inconsistencies or errors in this essay were misleading. Errors
Solution
explicit and relevant. All aspects of the information. All aspects of the information. Made minor in computation were serious
Accuracy solution were completely accurate. solution were essentially accurate. computational errors. Evidence for the enough to flaw your solution.
(For Nos.1-3, Overall, the project presents Overall, the project presents solution was inconsistent or unclear. Overall, the project presents
10 points each; information that is clear, effective and information that is effective and Overall, the project presents information that is neither clear nor
for No. 4, 3 meets the objectives stated. meets most of the objectives stated. information satisfactorily but does not effective in meeting stated
points) meet stated objectives. objectives.

2 points 1 points 0 point

Great attention has been paid to
Mechanics or correctness. Text contains essentially
no errors (in spelling, punctuation,
Conventions capitalization, or sentences) which
2 Points interfere with clarity of communication.
Everything was clear, concise and
well-written.
5 points
Layout and The paper is exceptionally correct in
Format terms of the prescribed text and paper
5 points format. The pages are well organized.
Text spacing and alignment guidelines
were accurately followed.
Attention has been paid to
correctness. Text contains minor
errors or syntax (in spelling,
punctuation, capitalization, or
sentences), none of which interfere
with clarity of communication.
4 points
Majority of the prescribed formatting
guidelines were followed. The
pages are organized. Text spacing
and alignment guidelines were
somewhat followed.
Less attention has been paid to correctness. Text contains errors (in
spelling, punctuation, capitalization, or sentences) which interfere with clarity
of communication.
3 points 2-0 points
Only a few of the prescribed formatting None of the prescribed formatting
guidelines were followed. The pages guidelines were followed. The
are somewhat organized. Text spacing pages are disorganized. Text
and alignment guidelines were fairly spacing and alignment guidelines
followed. were not followed.

TOTAL

DEDUCTIONS OR PLUS POINTS (if there’s any)

GRAND TOTAL
7

Evaluated by:

_________________________________________
ABM 124 Instructor’s Signature over Printed Name
ABM 124 – BUSINESS FINANCE | ii
CASE 01: GOING TO COLLEGE PERFORMANCE TASK NO. 1

CASE STUDY: GOING TO COLLEGE

© skyscrapercity.com, Vista de Lente

Jun and Juanita own a four-bedroom home in an executive village in Tumaga, Zamboanga City. Jun is an
administrative officer in the Department of Social Welfare and Development. Juanita now stays home with
their child, Joseph, who is age 5. Until recently, the family has felt very comfortable with their financial
position. After visiting a family financial planner, the couple became concerned that they were spending
too much and not putting enough funds aside for both their child's future education needs and their own
retirement. Jun earns Php 40,000 per month, but with the rising costs of education, their past contribution
efforts have left them short of their financial goals.

To estimate the amount of money, the family needs to begin putting away for future security some
general information was obtained by their financial planner. The couple felt that the amount of money they
currently contribute to their GSIS would be sufficient for their retirement needs. What they had not
accounted for was Joseph's education.

Jun is an alumnus of Pilar College of Zamboanga City, Inc., a private sectarian school owned and
administered by the Religious of the Virgin Mary with an above average tuition of approximately Php
20,000 per year. Juanita graduated from Zamboanga City State Polytechnic College. The tuition expense
there is only Php 2,500 per year. When Joseph turns 18, the couple wishes to send him to either of these
colleges. They have a slight preference for the local private college. The problem, however, is that with
the rate at which tuition is increasing, the family is not sure they can raise enough money.

To assist in the calculations, assume the tuition at both colleges will increase at an annual rate of 5%.
Further, assume the family can deposit their money into an education insurance plan at Sun Life
Financial, which has historically earned a 12% return per annum.

The couple wishes to have a pre-determined yearly amount automatically drafted from their checking
account. When Joseph starts college, they will slowly liquidate the account by making an annual payment
to Joseph to cover tuition at the beginning of each year for the four years he will be in college.

ABM 124 – BUSINESS FINANCE |2

Case 1 Questions: GOING TO COLLEGE
Direction: Read the questions carefully. Type your computation and solution/answers on the space
provided.

QUESTIONS ANSWERS AND SOLUTION

1. How much will be the

tuition per year when
Joseph is ready to
attend? Give an
answer for each
college.

2. Once Joseph starts

college, what will his
total tuition expenses
be in each of his four
years? Again, give an
answer for each
college.

ABM 124 – BUSINESS FINANCE |3

3. How much money will
Jun and Juanita have
to deposit per year to
allow Joseph to attend
Pilar College? How
much money will have
to be deposited per
year to allow Joseph to
attend the ZCSPC?
(HINT: To answer this
question, you need to
consider the costs of
ALL four years.)

4. What is the relationship

between the amount
that must be deposited
yearly by the parents
and the future
increases in tuition?

ABM 124 – BUSINESS FINANCE |4

Additional Instruction:

1) Do not change the format of the template. Font size, font style, spacing and other details
pertaining to the aesthetics of the template have already been embedded/placed on the
template. Hence, you only need to type the answers you are tasked to type/encode. Be sure
that the format of the template and the outcome of printing your output must be the same.

2) After you type your answers, print this on a letter-sized substance 20 bond paper. Make sure
to staple these papers as one in this order – cover page, rubric sheet, case text, and the
answers. Use No. 35 staple wire when you staple. Staple wire must be at a 180-degree
angle when stapled.

3) Use APA 6th ed. In-text and reference citation style when taking information from other
sources in support to your answers. Place your reference list below No. 4 Question.

Remove all instructions listed above once you start writing and then, printing your output.

ABM 124 – BUSINESS FINANCE |5