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Help Please ! Investmnet Planning 1 Kaplan Assingmnet.

Discussion in 'Financial Planning Study Group' started by IggyMop, 23rd Nov, 2010.

  1. IggyMop

    IggyMop New Member

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    4th Nov, 2010
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    Brisbane,QLD
    Hi Guys, Case Study Yanni & Joanna. The Case Study Part 2. Investment Proposal - Questions a-g , Confused as to how to answer the questions. Are we to specifically answer the questions individually or just incorporate in the proposal (if so do we need to point out q's No's).

    Would be really greatful for some guidance.
     
  2. serge g

    serge g Active Member

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    16th Oct, 2009
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    VIC
    Assignment is in two parts

    Hi Iggy,

    If I remember rightly, the assignment is in two parts. In the firs part you have to answer the questions, one by one, addressing only the specific things that they've asked for in each question.

    The second part is the case study in, which you have to address the client scenario given in the assignment. This is supposed to replicate the recommendations section of a statement of advice (as I believe it says in the assignment instructions), but don't go on and on about it - stick to the details given in the scenario and be concise. You don't have to include any of the formalities of a regular statement of advice - disclosures and such.

    Hope that helps.
     
  3. IggyMop

    IggyMop New Member

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    4th Nov, 2010
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    Location:
    Brisbane,QLD
    IP1 assingment

    Thanks for the tips, much appreciated. Iggy