Category | Assignment | Subject | Finance |
---|---|---|---|
University | University of South Australia (UniSA) | Module Title | BANK 2008 Introduction to Financial Planning |
Assignment: | Assignment 2-Part B: Activity Based on XPLAN Software (Weight: 15%) Study Period 2, 2025 |
Academic year: | 2025 |
Assume that you work as a Financial Adviser in a financial services firm where your job is to provide advice and wealth creation strategies to private clients throughout Australia.
Assuming the client is yourself. Follow the information provided to complete the activity.
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Order Non Plagiarized AssignmentYou are required to use your own case to generate a SOA (Statement of Advice) using the XPLAN software by completing the relevant steps based on the assumed 'scenarios'.
You need to generate and submit the SOA in a PDF file that details your investigations, suggestions, advice, recommendation, etc. These should specifically address each of the above client objectives.
You also need to submit any supporting evidence as appendices such as charts, tables and file notes that are generated by relevant XPLAN tools, if applicable.
The markers will assess your work based on the SOA and any supporting evidence of the scenarios (which you submit on the course site) you model for the investment strategy, the loans, retirement goals, etc.
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