Assignment 2: Statement of Advice 7/4/2024, 1:16 pm Teaching Period 2, 2023 FIN10003: Principles of Financial Planning Assignment 2: Statement of Advice Word/time limit: 2000 (+/- 10%) Weighting: 30% Due date: 5pm AEST Monday 18 September 2023 (Week 10) After you have read this information, head over to the Assignment 2 Q&A (https://swinburneonline.instructure.com/courses/4760/discussion_topics/728284) discussion board to ask any questions and see what your peers are saying about this assignment. Assignment overview This assignment requires you to prepare a Statement of Advice (SoA) for your clients Kevin and Julia based on your assessment and findings of their financial situation You are required to work with a peer or team of no more than three. It is important to understand that this assignment follows on to Assignment 3: Presentation (https://swinburneonline.instructure.com/courses/4760/assignments/43106) where you and your peer or team of no more than three will together present your Statement of Advice via a narrated PowerPoint. Success in completing this assignment will depend on you and your team and the work you put in. This assignment supports unit learning outcomes 1, 2, 3, 4 and 5. Assignment details Step 1: Form a team of no more than three. In Week 3, your eLA will allocate you into your teams for this assignment via the Team formation discussion board, 2.7 Discussion: Forming a team (https://swinburneonline.instructure.com/courses/4760/discussion_topics/728297) . You will be working with the same team for Assignment 3: Presentation https://swinburneonline.instructure.com/courses/4760/assignments/43105 Page 1 of 9
Assignment 2: Statement of Advice 7/4/2024, 1:16 pm (https://swinburneonline.instructure.com/courses/4760/assignments/43106) . Once you have been allocated to your team, you can use the Team assignment discussion board to communicate with your team to work on your assignments. Step 2: Read FIN10003 Client Profile AT2 V1.docx (https://swinburneonline.instructure.com/courses/4760/files/3715251?wrap=1) \ (https://swinburneonline.instructure.com/courses/4760/files/3715251/download? download_frd=1) (24 KB). Step 3: Familiarise yourself with the Week 4 and 8 learning materials and recordings on using XPLAN. Step 4: Discuss with a peer or team how you plan to work on this assignment. · Enter the client profile information in XPLAN (tech platform) (Week 4 introduction to XPLAN). · Prepare strategic modelling in XPLAN (Week 8 XPLAN strategy modelling). · Prepare the Statement of Advice (see template and example below). Supporting resources Visit the Study resources section in the Student Hub for assistance on Teamwork => (https://studenthub.swinburneonline.edu.au/search) .. The following resources will assist you with completing this assignment: 1. Statement of Advice template (609 KB). (https://swinburneonline.instructure.com/courses/4760/files/3425781?wrap=1) \ (https://swinburneonline.instructure.com/courses/4760/files/3425781/download? download_frd=1) 2. Example SOA (https://swinburneonline.instructure.com/courses/4760/files/3500732? wrap=1) ¿ (https://swinburneonline.instructure.com/courses/4760/files/3500732/download? download_frd=1) (PDF 1.3 MB) Assignment tip View the marking rubric when you select the heading 'Assignment criteria' to see a detailed breakdown of how your work will be assessed. This is an excellent place to start your preparations for this assignment. https://swinburneonline.instructure.com/courses/4760/assignments/43105 Page 2 of 9
7/4/2024, 1:16 pm Assignment 2: Statement of Advice Refer back to the marking rubric frequently to make sure you are meeting the requirements. Submission details overview . You must submit your completed assignment in a compatible Microsoft Word document. . You need to save and submit this entire document. . Do