FNSFPL503: Develop a Financial Plan – Finance Assessment answer

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Code: FNSFPL503
Develop a Financial Plan Assessment Answer
Assignment Task: FNSFPL503
Task 1:
This first assessment task requires you to establish plan objectives and scope
.
It requires you to:

review and compare research results to client requirements and expectations,

analyze current client situation to determine opportunities and constraints,

identify and assess desired financial resource and market parameters, and

develop
plan objectives
for asset growth, income, risk, taxation and any other objectives developed in consultation with the client.  

For this activity, you should refer to the
Financial Planning Research Spreadsheet
you prepared in the previous Assessment Task and complete your answers in the space provided in the following page.  An example has been provided in the first line.

Task 2:

developing and testing your strategic assumptions, which requires you to:

develop and test client related and economic key assumptions,

identify and test legislative and regulatory requirements, including taxation assumptions, and

seek clarifications from client or other professionals as required and document strategic assumptions for client review.

For this activity, you should refer to the
Plan Objectives
you prepared in the previous Assessment Task.  

Task 3:

In this assessment task, you will need to develop a Financial Plan for assessment. This will require you to:

select specific products and options to meet agreed strategy with cash flow, liquidity and capital preservation or estate planning requirements incorporated as required,

develop recommendations for financial asset allocation structure, including where provision is required for equities, trusts, partnerships, allocated pensions, and superannuation and planned capital expenditure

develop recommendations for changes to income and taxation arrangements, including referral advice to accountants or lawyers as appropriate,

develop recommendations on risk management strategies and products and incorporate in the plan,

incorporate anticipated fees and charges into the plan, with information on internal and external complaint resolution procedures available to the client, and

document the financial plan according to organization guidelines and procedures.

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