Consumer Behaviour and Financial Needs Fall 2020: Project 1
Assessment Content & Rubric
You will be required to create content that uses the CLOs from the course plus some FP Canada elements from the Competency Profile and any other information that we have used in the course.
For this project – you have flexibility to write a mini case, record a video, or create a podcast.
Here is an example of a creative PPT project:
➢ A financial planner or advisor having a first meeting with a client to discuss insurance and then presenting an insurance plan for client. Financial need = Insurance.
➢ In this idea – you would be able to follow elements of the FP Canada Competency profile in terms of the steps of the process.
➢ 1.1 Gathers and prepares quantitative information
➢ 1.2 Gathers qualitative information
➢ 2.1 Assesses the client’s situation
➢ 2.2 Considers and evaluates strategies
➢ 3.1 Develops recommendations to help optimize the client’s situation
➢ In terms of the FP Canada skills required – do not forget:
➢ Critical Thinking Skills, Interpersonal and Relationship Skills, Communication Skills, and Teamwork and Collaboration Skills
**Example of topics: Financial Planning, Investments, Investment Planning, Insurance. Common & Preferred shares, RRSP’s, Retirement Planning.
**You will find a great example of this project by my fellow classmates attached
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