hnd理财班 gu1。。。。[整理版].docVIP

Group Award Graded unit 1Contents Planning-Action Plan 21.1. Introduction1.2. Likely resources to be used1.3. Strategy for carrying out report1.4. How the project will bw managed1.5. Timescales for project1.6. Sources of information2. Developing-Case Study Body 52.1 Key factors in case study2.2 Likely financial needs of the clients2.2.1 Savings2.2.2 Mortgage needs2.2.3 Protection needs2.3 Suggestions for improvements2.4 Likely providers2.5 Relevant products and services2.6 Benefit-needs analysis2.7 Effect on tax position2.8 Justification for selections3. Evaluation 13 3.1 Criteria for Evaluation3.2 Changes made during project compared to original action plan3.3 Effectiveness of process4. Bibliography 16 Planning-Action Plan1.1. IntroductionWorking at the Cadogan Bank plc, I were introduced to Alexander Flynn and his wife Janet 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 income.1.2. Likely resources to be usedI 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 to complete 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. 1.3. Strategy for carrying out report According to the background of this couple, its clear tha