These materials have been customised for Skyline International College
The materials are under continuous review. The recording of changes is in version control.
The product has been developed from source material copyright to the Commonwealth of Australia under creative commons license conditions. The source information is the FNS financial Services Training Package.
The product has been customized under the license conditions from Accredited Education and Training Pty Ltd.
No responsibility is accepted by the writers and the owner for actions or outcomes resulting from information contained in this publication
This information is to be handed to each student to outline the assessment requirements
This assessment is best undertaken utilising a real client, which may be a friend or colleague of the student who runs their own business. You will need to discuss your client choice with your assessor before commencing this assessment.
In the event that you do not have access to an appropriate contact, your assessor will role-play your client (Mr. Anthony Long). You will need to arrange a time to interview your client to complete the task requirements as outlined below.
Once the consultation process is over, you are to develop a detailed written report of the above information. This report should be submitted before attempting part 2
For part 2, instructors will review your report and plan covered in Part 1 and give feedback relating to the following:
How specific was your questioning For this assessment, you are required to liaise with your client and undertake a business needs analysis. This can be undertaken in a business of the student’s choice in consultation with their instructor, or alternatively can be done in a simulated working environment with the instructor role-playing the part of appropriate management of a simulated business model.
You are to consult with appropriate personnel in order to undertake an assessment of your client’s financial needs. You must undertake an interview / consultation process to achieve the following:
- Tax liability reduction goals
- Wealth accumulation
- Asset development
- Personal investment strategies
- Business registration
- Insurance needs
- Tax issues / requirements
Once the feedback is received, you are to write a second report on how to ensure the client’s needs are being met. You must cover the following in their report:
Holding a PhD degree in Finance, Dr. John Adams is experienced in assisting students who are in dire need...
55 - Completed Orders
Canada, Toronto I have acquired my degree from Campion College at the University of Regina Occuption/Desi...
52 - Completed Orders
Even since I was a student in Italy I had a passion for languages, in fact I love teaching Italian, and I...
102 - Completed Orders
To work with an organization where I can optimally utilize my knowledge and skills for meeting challenges...
109 - Completed Orders
JOB OBJECTIVE Seeking entry level assignments in Marketing & Business Development with an organization...
202 - Completed Orders
Current work profile Project manager- The Researchers Hub (2nd Jan 2016 to presently working) Researc...
20 - Completed Orders
Sales Assistant, Mito Marina Assigned to the Stationery dept – assisted in merchandising, stock taking...
100 - Completed Orders
Personal Profile Dedicated and highly experienced private chauffeur. High energy, hardworking, punctua...
200 - Completed Orders
I'm Lizzy, full time education specialist in English, Essay Writing, Economics and Maths. Having Assi...
109 - Completed Orders