Analyse Information to Determine Client Investment Needs - Accounting and Finance Assignment Help

Assignment Task:

Task:

This assignment assesses your competency in terms of the following unit standards:
31861 Gather and analyse information to determine client investment needs
31862(Outcomes 2 and 3) Demonstrate and apply knowledge of investment assets, services, and financial instruments to meet client needs.
31863(Outcome 3) Demonstrate and apply knowledge of the economic factors to provide investment solutions 31864 Provide advice in an investment context using the Six Step Process. By the end of the assignment you will have demonstrated your ability to:
- gather client information to determine client investment needs;
- analyse client information to determine any potential impacts on client investment needs;
- apply knowledge of investment assets and services to meet client needs;
- apply knowledge of client and adviser circumstances that are relevant to creating investment solutions that meet client needs;
- apply knowledge of economic factors that impact investor perceptions and products to provide investment solutions to clients, and
- provide advice in an investment context using the Six Step Process.

Overview and important considerations
This assignment can be completed using the case studies provided (in the Resources Section), OR using your own real client files, OR a combination of each. All work submitted must be your own.

This assignment requires you to apply your knowledge of investment products and needs and use the Six-Step Process to:
a. Establish and define the relationship with your investment client. (31864 1.1)
b. Determine your client’s investment goals and collect qualitative and quantitative information required for the agreed scope of service (31864 1.2) (31861 1.1 – 1.4)
c. Research, analyse and evaluate your client’s information to determine their financial situation, needs and solutions. Your analysis should include:
 Applying QA techniques to evaluate whether current assets meet the client’s needs;
 Consideration of potential impacts of any foreseeable changes in circumstance on your client’s investment needs, and
 Identification of any issues/concerns or need for input from other professionals (31864 1.3, 1.4 part) (31861 1.5, 2.1 – 2.3) (31862 2.1-2.2, 3.1-3.3)(31863 3.1)
d. Apply your knowledge of investment assets and services, and the economic factors that impact investor perceptions and products, to develop appropriate investment recommendations and present these to your client. This should include an explanation of:

 Any asset ownership considerations (legal, tax etc), the best ownership option for your recommended solutions and why
 the reasoning for your selected investment solutions (31864 1.4) (31862 2.1-2.2, 3.1- 3.3) (31863 3.1-3.2)

e. Implement your investment recommendations (31864 1.5, 1.6 part)
f. Monitor and review your investment recommendations (31864 1.6)

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