The financial plan project requires extensive understanding of both conceptual knowledge and application of financial planning. In this project, you work as a professional financial planner, review clients’ financial situation to answer clients’ questions or to make specific recommendations. You can find all information about your clients and their requests from the following case description.
Use the template below to construct your recommendation report to your clients. Complete all parts that are highlighted with blue color. Make sure you are answering every question and making every recommendation with solid and detailed analysis. Show details of calculations where necessary. You can use tool such as equations, tables, charts to help you explain your calculations. But do NOT just paste any screenshot of any calculation software such as Excel to show your calculation process. You need to show everything formally in the report as it is to be presented to your clients. Remember, this is the goal of financial planning – to issue a financial plan with recommendations to solve the problems your clients are facing. You need to construct your report with professional language and clear/reasonable explanations so that your clients can understand and accept your recommendations/responses.
The project will be graded according to the rubric shown in the table below.
|
Section |
Points |
|
Executive Summary – ratio analysis |
1 |
|
Assumptions and Goals |
1 |
| Recommendation I |
1 |
| Recommendation II |
1 |
| Recommendation III |
1 |
| Recommendation IV |
1 |
| Recommendation V |
1 |
| Recommendation VI |
1 |
| Additional Observations | 1 |
| Completing other parts as required in the template such as cover page, table of contents, contact information, etc. |
1 |
| Total |
10 |
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