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Conduct Complex Financial Planning Research

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Conduct Complex Financial Planning Research

Conduct Complex Financial Planning Research

Assessment Task

FNSFPL502 and FNSFPL508

Your Assessment Task

Keep a copy of your assessment task for a period of 12 months.  

Submit your assessment to our Education Team viasubmissions@mentor.edu.au


Plagiarism Statement

All assessments must be your own work and not a result of plagiarism or collaboration with other students or workmates.


Assessment

The pass mark is 70% for each element.  If you do not achieve this, you will receive feedback via your email address and be asked to resubmit your assessment for a second marking.  Assignments will not be returned to you.

Introduction   

Objective

The objective of this first assessment is to develop a Research Report for the practical client situation described in the case study assigned to you. 

 

                  

Scope

To achieve this objective, you will need to:

·         Evaluate client’s current situation and identify issues,

·         Identify research requirements and parameters,

·         Extract and analyse information, and

·         Summarise and present results of research.

The assessment tasks in this assessment will allow you to demonstrate your knowledge and skills in these elements

 

 

 

Assessment process

Start by:

1.    Reading the Assessment Task and case study.

2.    Type your answers to the assessment tasks into this template document (hand-written answers are not accepted)

3.    Submit your completed document by emailing it to submissions@mentor.edu.au

Don’t forget to keep a copy and retain it for 12 months

 

 

Need help?

If you have any questions, please email the Mentor Support Team at service@mentor.edu.au

 

 

Related Assessments

When you have completed all written assessment tasks in this program of study (Statement of Advice series), you will then need to undertake one other related assessment:

·        Skills Assessment (telephone simulation) to assess your communication and interpersonal skills in relation to presenting your research findings to the financial planner. FNSFPL508A.4.4

This assessment will be conducted together with the presentation requirements in relation to preparing a financial plan, FNSFPL503A implementation FNSFPL504A and ongoing service FNSFPL505A

 

 

Units of competency

Upon successful completion of these assessments, you will be awarded two units of competency for:

1.    FNSFPL502: Conduct financial planning analysis and research, and

2.    FNSFPL508: Conduct complex financial planning research.

 

       

Assessment Task 1   

1.0 Evaluate the client's current situation and identify the issues

FNSFPLN502.1

FNSFPL508.1

The first assessment involves the evaluation of the case study allocated to you, to assess the client's current situation and identify the issues.

This requires that you:

·               undertake an analysis of the integrity of information provided by the client,

·               identify and quantify the client objectives and expectations and test them for viability, and

·               establish the basis for strategy development based on confirmed objectives. 

For this activity, refer to the case study and complete your answers to these assessment tasks in the space provided in the following pages.

 

 


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