[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
