Highlights
Task 1.2: Key risks
Scenario: Clients have advised you that they are expanding their business operations into a franchise opportunity and while they have not had their financials prepared by their accountant for the last two years they want to use their family home as security and obtain a loan. The clients also inform you that they have a fair bit of cash available to assist in meeting the repayments if required. Make assumptions where necessary and explain your reasoning.
You are just about to meet these clients for the first time. Use the risk register below to identify and describe three potential risks to your organisation, and three potential risks to the client arising from this proposal. Remember, when identifying risk, you need to consider both what can go wrong and how it can go wrong.
TASK 2
Option 1: Complete the marketing plan ensuring you address and complete all areas noted in the template. If you would prefer to use another marketing plan, it should address all of the same areas as the template provided.
Option 2: If you have a current marketing plan which relates to your finance role and/or business, you may provide this. Your marketing plan should include (but is not limited to) analysis of your target market, SWOT analysis, competitor analysis, what products and services are offered and how you will market to your proposed clients. If your current marketing plan does not address these areas, please complete select option 1.
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