Determine client financial requirements and expectations
Assessment 2 – Performance
Page 1 of 7
Instructions to complete this assessment
In order to complete this assessment, you are required to complete the following sections consecutively. Details and specific instructions are provided within each section and on the form/templates provided.
Supporting documents
To find the relevant supporting documents, please refer to the Assessment Resources folder, located within the FNSFPL506 Determine client financial requirements and expectations section of your course. (Note: Not all units have assessment resources.)
Section 1 – Review the Fact Finder – Mr and Mrs Harris
Requirements
Download and analyse ‘Fact Finder – Mr and Mrs Harris’, located in the Assessment Resources folder.
Section 2 – Assessment Responses
Now complete each of the following steps:
1. What sort of information should be provided to Mr. and Mrs. Harris, prior to them completing the fact finder, with regards to personal information and other warnings?
2. Identify any missing, or incomplete information, which may be relevant, when preparing a statement of advice for Mr. and Mrs. Harris.
3. Express Mr. and Mrs. Harris’ aims and objectives as SMART goals.
Current Goal Expressed as a SMART Goal
4. From the fact finder, summarise the key financial strategy areas that your advice will need to encompass to achieve Mr. and Mrs. Harris’ aims and objectives.
Strategy Reason for Strategy
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