Fill a form in 3 easy steps - less than 5 mins.
Posted: November 28th, 2022
[In Process] 70473 – FNS50615 Diploma of FINANCIAL PLANNINGFNSFPL506
FNS50615 Diploma of FINANCIAL PLANNING
FNSFPL506 Determine client financial requirements and expectations
Assessment 2 – Performance
Page 1 of 7
Instructions to complete this assessment
In order to complete this assessment, you are required to complete the following sections consecutively. Details and specific instructions are provided within each section and on the form/templates provided.
Supporting documents
To find the relevant supporting documents, please refer to the Assessment Resources folder, located within the FNSFPL506 Determine client financial requirements and expectations section of your course. (Note: Not all units have assessment resources.)
Section 1 – Review the Fact Finder – Mr and Mrs Harris
Requirements
Download and analyse ‘Fact Finder – Mr and Mrs Harris’, located in the Assessment Resources folder.
Section 2 – Assessment Responses
Now complete each of the following steps:
1. What sort of information should be provided to Mr. and Mrs. Harris, prior to them completing the fact finder, with regards to personal information and other warnings?
2. Identify any missing, or incomplete information, which may be relevant, when preparing a statement of advice for Mr. and Mrs. Harris.
3. Express Mr. and Mrs. Harris’ aims and objectives as SMART goals.
Current Goal Expressed as a SMART Goal
4. From the fact finder, summarise the key financial strategy areas that your advice will need to encompass to achieve Mr. and Mrs. Harris’ aims and objectives.
Strategy Reason for Strategy
—-FNS50615 Diploma of FINANCIAL PLANNINGFNSFPL50670473 – FNS50615 Diploma of FINANCIAL PLANNINGFNSFPL50670473 – FNS50615 Diploma of FINANCIAL PLANNINGFN
Determine client financial requirements and expectations (FNSFPL506) FNS50615 Diploma of FINANCIAL PLANNaING
Performance is the second assessment.
1st of 7 pages
To complete this assessment, follow the instructions below.
To complete this assessment, you must complete all of the components in the sequence listed below. Within each section, as well as on the forms/templates offered, specific instructions and details are provided.
Documents to back up your claim
Please look in the Assessment Resources folder in the FNSFPL506 Determine client financial requirements and expectations part of your course for the required supporting resources. (Note: Assessment resources are not available in all units.)
Mr. and Mrs. Harris, Section 1 – Review the Fact Finder
Requirements
‘Fact Finder – Mr and Mrs Harris’, found in the Assessment Resources folder, should be downloaded and examined.
2nd Section
You Want Quality and That’s What We Deliver
Our writing team is assembled through a rigorous selection process, where we handpick accomplished writers with specialized expertise in distinct subject areas and a proven track record in academic writing. Each writer brings a unique blend of knowledge and skills to the table, ensuring that our content is not only informative but also engaging and accessible to a general college student audience
Competitive pricing is a cornerstone of our service, where we balance affordability with exceptional quality. In offering the best writers at rates that rival other writing services, we ensure that students can access top-notch content without breaking the bank unnecessarily. Our fair and transparent pricing structure is designed to provide value for money, making us a go-to choice for students seeking high-quality writing services at an affordable price.
Academic integrity is paramount to our writing service, which is why we produce original research and writing content for every paper. Each piece of work is carefully written from scratch, ensuring that every sentence, paragraph, and page is authentic and free from plagiarism. Our rigorous quality control process involves thorough scanning of every final draft, guaranteeing that the content meets the highest standards of originality and academic integrity. With keen attention to citation and referencing, we ensure that every source is properly credited, giving you complete peace of mind. We also have the best plagiarism checkers like safeassign and turnitin thus providing similarity score for each paper.
When you decide to place an order with Dissertation Help, here is what happens: