HND理财班GU1.doc

HND理财班GU1
Group Award Graded unit 1 Contents
Planning-Action Plan
11 Introduction
12 Likely resources to be used
13 Strategy for carrying out report
14 How the project will bw managed
15 Timescales for project
16 Sources of information
2 Developing-Case Study Body
21 Key factors in case study
22 Likely financial needs of the clients
221 Savings
222 Mortgage needs
223 Protection needs
23 Suggestions for improvements
24 Likely providers
25 Relevant products and services
26 Benefit-needs analysis
27 Effect on tax position
28 Justification for selections
3 Evaluation
31 Criteria for Evaluation
32 Changes made during pared to original action plan
33 Effectiveness of process
4 Bibliography Planning-Action Plan
11 Introduction
Working at the Cadogan Bank plc I were introduced to Alexander Flynn and his wife by the manager of banks Western Branch as an Investment Service Manager My task this time is to give solutions for my clients to manage their financial affairs provide them effective products to ensure the best returns on saving and the best protection for their family and e
12 Likely resources to be used
I would like talking to my clients first to collect their demand and consideration with the financial management to satisfied their initial needs Despite the essential information offered I will have an active listening to understand the future planning about the family I want to know how willing they considered to invest and the management for their childrens future including educations and marriages and various preference will be considered plete the ways to choose products The relevant products will be picked up to have a further planning for the next stage And to continue some further planning I will have a contact with the clients in terms of time in order to make sure some details with the types of products
13 Strategy for carrying out report
According to the background of this couple its clear that both of them should have