Description
Research your topic, evaluate selected sources, and organize your sources using the Source Organization worksheet template.
During Week 2, you chose a career interest topic and created your project plan. This week’s assignment is to conduct research to locate, identify and carefully vet at least three (3) credible sources. Reviewing the directions for the Week 7 assignment now will be helpful before you begin to research.
In the Week 4 Lesson, you read about Location and Access, the third step of the Big 6 research model. Essentially, this step helps you find and select the most relevant sources that support your project topic. Instead of randomly choosing a source that could work, select the best possible source from those available using the evaluation process presented in the Weeks 2 and 3 lessons. You will share your scholarly sources and write a robust summary as you complete the Source Organization worksheet.
Requirements for the Source Organization worksheet include:
- Download the template here: Source Organization Worksheet Template (in Word) or Source Organization Worksheet Template (in Excel)
- One (1) source must be scholarly, peer-reviewed and from the Trefrey library
- Other sources must be credible and appropriate for college research
- Robust source summaries must include an explanation of the contents of the source and the relevance of the source to your project's topic.
- In the document complete Part I, explain the process of locating your sources and Part II the source information.
- Once the worksheet is complete, copy and paste it into the text box (not as an attachment). All sections of the template must be completed.
Unformatted Attachment Preview
Purchase answer to see full attachment

Explanation & Answer

please check and let me know your feedback.
Running head: FINANCIAL FORUM 4
1
Students Name
Institutional Affiliation
Instructors Name
Course
Date
FINANCIAL FORUM 4
2
Sunder, A., Pasztor, J., & Henderson, R. (2021). What is failing us? An examination of
diversity initiatives in financial planning. Financial Planning Review, January, 1–20.
https://doi.org/10.1002/cfp2.1108
The authors, sunder et al. (2021) from the College of Financial Planning, Colorado, and
the Department of Financial Planning, Housing, and Consumer Economics, Georgia University,
point out the absence of diversity in the financial planning profession and examine this
phenomenon using a multi-dimensional approach. They find that racial bias against non-white,
whatever the amount, significantly hampers prospective financial planners' market prospects. They
outline the need to eliminate survivorship bias to contextualize better challenges by non-white
financial planners looking to build a career.
The data presented by the authors is significant in itself, especially when the debate on
racial prejudices against minority groups is rife. The article is an evaluative study published in
Financial planning review and extracted from the Wiley Online Library, a renowned repository for
original peer-reviewed, high-impact articles and thus stamping its credibility and resourcefulness
in the various fields of research.
Kim, K. T., Pak, T.-Y., Shin, S. H.,...
