Professional Documents
Culture Documents
Assignment 1: designate and construct your household financial assessment and analysis for
current and future financial planning based on shariah–compliant concepts (introduction to
Islamic financial planning, financial need analysis and zakat & taxes planning).
Rubrics (15%)
Introduction (identify your family’s assets (what they own), liabilities (what they owe),
income and expenses)
Content (construct and analyze based on the current financial need analysis (balance
sheet, income and expenditure statement, ratios analysis) and zakat & tax planning)
Conclusion (suggest better future financial planning for your family based on goals and
importance of financial planning)
Rubrics (10%)
Assignment 3: Group video presentation based on retirement Planning, sadaqah & wakaf,
and assets redistribution in Islam (Powtoon/Prezi/Powerpoint/Youtube etc)
Rubric: 10%
Visual appeal
Presentation skills
Content (calculate your future financial planning based on retirement Planning,
sadaqah & wakaf, and assets redistribution in Islam)
Preparedness/ Participation/ Group Dynamics
ASSESSMENT RUBRICS FOR REPORT (Weight 15%):
ASSIGNMENT 1 ISB535: INDIVIDUAL PROJECT REPORT ON ISLAMIC PERSONAL FINANCIAL PLANNING WHICH ARE RELATED
TO SHARIAH–COMPLIANT CONCEPTS
Performance Level
No. Criteria Weighted TOTAL
Excellent (9-10) Good (6-8) Fair (4-5) Poor (1-3)
Introduction
(Preliminary
Elements): All elements are clearly Some elements are Some elements are
Overview of your present and well clearly present and present and lack No element is ____ x
family personal organized with concise organize with good organization of present based on 0.3
1.
financial planning formatting style based formatting style based on formatting style based on shariah-compliant
(Max: 3)
Identify assets on shariah-compliant shariah-compliant shariah-compliant concepts
Identify liabilities concepts concepts concepts
Identify income
and expenses
Contents:
Construct and
analyze based on: Deliver ideas with
Current balance Deliver ideas with Deliver ideas with good Deliver ideas with minimal clarity and
sheet excellent clarity, clarity, satisfactory clarity, unclearly, loosely ____ x
2. Current income comprehensiveness and comprehensiveness and comprehensiveness and and disorganized. 0.7
and expenditure organization based on organization based on organization based on There are no
elements of shariah- elements shariah- elements of shariah- elements of (Max: 7)
statement
Financial ratio compliant concepts compliant concepts compliant concepts shariah-compliant
analysis concepts included
Zakat and ax
planning
Conclusions &
Suggestions (make
conclusion based on Conclusions and Conclusions and
Conclusions and
the current situation suggestions are clearly suggestions may not be Weak conclusions
suggestions are clearly
of financial stated and connections to clear and the and suggestions
stated and connections ____ x
statement and made the Islamic financial connections to the derives from the
to the Islamic financial 0.3
3. suggestion for better planning and position are Islamic financial planning report. There are
planning and position
future financial mostly clear, some are incorrect or unclear. no connections (Max: 3)
are clear and relevant.
planning of your aspects may not be Underlying logic has with Islamic
The underlying logic is
family based on connected or minor major flaws; connection financial planning
explicit
goals and errors in logic are present to position is not clear
importance of
financial planning)
There are too many
errors in spelling
Overall: Structure There are some errors in
There are no errors in There are many errors in grammar and
of the report spelling, grammar and
spelling, grammar and spelling, grammar and punctuation. No
(Writing style, punctuation. Too much
punctuation. Information punctuation. Too much originality of ____ x
grammar and information with some
is original and writing is redundancy information information and 0.2
4. spelling Originality redundancy and writing is
clear and concise and and writing lacks clarity writing has no
and conciseness mostly clear but may lack (Max: 2)
persuasive. References and conciseness. At clarity and
consistency conciseness. At least
& appendix are also least references or conciseness. No
including references references or appendix
included appendix are included references or
& appendix) are included
appendix are
included
TOTAL 15
ASSESSMENT RUBRICS FOR REPORT (Weight 10%):
ASSIGNMENT 2 ISB535: INDIVIDUAL PROJECT REPORT ON FUTURE FINANCIAL PLANNING IN 20 YEARS FROM NOW BASED ON
PERSONAL INVESTMENT INSTRUMENTS, TAKAFUL PLANNING AND HAJ PLANNING
Performance Level
No. Criteria Weighted TOTAL
Excellent (9-10) Good (6-8) Fair (4-5) Poor (1-3)
Performance Level
No. Criteria Weighted TOTAL
Excellent (9-10) Good (6-8) Fair (4-5) Poor (1-3)
There are many
There are some errors in spelling, There are many errors
There are no errors in errors in spelling, grammar and in spelling, grammar
spelling, grammar and grammar and punctuation. Too and punctuation. The ____ x
punctuation. Information is punctuation. Too much information was slides were difficult to 0.2
1. Visual Appeal
clear and concise on each much information on contained on many read and too much
slide. Visually two or more slides. slides. Minimal effort information had been (Max: 2)
appealing/engaging Significant visual made to make slides copied onto them. No
appeal appealing or too much visual appeal.
going on
Minimal eye contact by
Members focused on
Most members spoke more than one member
only part of audience.
to majority of focusing on small part
Sporadic eye contact
Regular/constant eye audience; steady eye of audience. The
by more than one
contact, The audience contact. The audience was not
presenter. The ____ x
was engaged, and audience was engaged. Majority of
audience was 0.2
2. Presentation Skills presenters held the engaged by the presenters spoke too
distracted. Speakers
audience’s attention. presentation. Majority quickly or quietly (Max: 2)
could be heard by
Appropriate speaking of presenters spoke making it difficult to
only half of the
volume & body language at a suitable volume. understand.
audience. Body
Some fidgeting by Inappropriate or
language was
member(s) disinterested body
distracting
language
There is a main idea
Content (calculate Clearly presents a main The presentation was
supported throughout
your future financial activity and supports it informative but
most of the activity.
planning based on throughout the several elements Very weak of main idea ____ x
The presentation was
retirement Planning, presentation. Well- went unanswered. and no sense of 0.5
3. a good summary of
sadaqah & wakaf, planned and well-thought Much of the business activity in the
the topic. Most (Max: 5)
and assets out. Comprehensive and information irrelevant; presentation
important information
redistribution in complete coverage of coverage of some of
covered; little
Islam) information major points
irrelevant info
Unbalanced
Significant controlling presentation or tension
All presenters knew the
Slight domination of by some members resulting from over-
information, participated ____ x
Preparedness/ one presenter. with one minimally helping. Multiple group
equally, and helped each 0.1
4. Participation/ Members helped contributing. Primarily members not
other as needed.
Group Dynamics each other. Very well prepared but with participating. Evident (Max: 1)
Extremely prepared and
prepared some dependence on lack of preparation or
rehearsed
just reading off slides rehearsal. Dependence
on slides
TOTAL 10