Pursuing a Career In Financial Planning - Accounting Assignment Help

Assignment Task

Task
This assessment item is a practical, real world assessment task. It has been designed to assist students in putting the course content into practice to enable greater understanding, as well as increasing student’s work-readiness for those intending on pursuing a career in financial planning.

This assessment task is also designed to assist students in preparing for latter courses, such as Applied Financial Planning which requires students to complete a full SOA, the next step in the financial planning process.
•    Assignment background: contains further information as to the purpose of the assignment and the rationale behind the assessment design.

•    Getting started: how to complete Part A: goes through how I would complete Part A and some tips and tricks on completing your assignment.  

•    Investment choices: goes through what you need to include in the wealth creation / lifestyle recommendation sections of your file note [strategy paper], including the level of detail required.

•    Future value calculations: goes through how to complete the future value calculations, why these are required as part of your file note [strategy paper], and what you need to include in your Appendices.    

•    Getting started: how to complete Part B: goes through how I would complete Part B and some common concerns to watch out for.

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