HND理财班-GU1。。。。.doc

Financial Services:Group Award Graded Unit 1 Class:Financial Name:Wangtian 1 Group Award Graded unit 1 Financial Services:Group Award Graded Unit 1 Class:Financial Name:Wangtian 2 Contents 1. Planning-Action Plan ------------------------------------------ 2 . Introduction . Likely resources to be used . Strategy for carrying out report . How the project will bw managed . Timescales for project . Sources of information 2. Developing - Case Study Body -------------------------------- 5 Key factors in case study Likely financial needs of the clients Savings Mortgage needs Protection needs Suggestions for improvements Likely provider s Relevant products and services Benefit-needs analysis Effect on tax position Justification for selections 3. Evaluation ------------------------------------------------------- 13 Criteria for Evaluation Changes made during pared to original action plan Financial Services:Group Award Graded Unit 1 Class:Financial Name:Wangtian 3 Effectiveness of process 4. Bibliography ----------------------------------------------------- 16 Financial Services:Group Award Graded Unit 1 Class:Financial Name:Wangtian 4 Planning- Action P lan . Introduction Working at the Cadogan Bank plc, I were introduced to Alexander Flynn and his wife by the manager of bank's 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. . 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