Reference no: EM132277881 , Length: word count:3500
Case Study Assignment -
Please use the guidelines on how to complete this case study.
Guidelines -
1. You need to have a cover page written in the format of a business memo.
2. You need to present a short executive summary outlining the purpose and findings of the report.
3. You need to follow the six steps of the planning process outlined in the textbook. You should provide financial statements and relevant analyses (example: x % of household spending is allocated to shelter, clothing, and food.)
4. You need to provide information about your assumptions regarding inflation and investment returns, along with any other assumptions you choose to make. It might be a good idea to provide best- and worst-case scenarios.
5. You will need to factor taxation rates. Your mathematical work may be presented in attached Excel or Word documents, and optionally as Appendices.
6. You need to write a strong, coherent implementation plan and a conclusion.
Case Study Core data -
You have successfully completed a Bachelor of Commerce degree, the Canadian Securities Course, and all licensing requirements necessary for a lucrative career in financial services. Working for XYZ Capital Planners, you have been directed to write a comprehensive financial plan for prospective candidates.
Case study on 6 steps of retirement planning in Canada.
Required -
Write a detailed financial plan for Fox and Dana, together with a cover letter/ executive summary. Ensure your plan follows the six steps outlined in Chapter One of the textbook. Make sure you explain products and ideas- for example, if you recommend RRSPs, RESPs, or TFSAs, clearly, briefly explain the benefits. Use the textbook when required (make sure of course to cite it).
Your plan should also forecast into retirement, showing whether an estate would be left for children and/or grandchildren.
Part 1 will summarize the purpose of the report, your findings and assumptions.
Part 2 will summarize key recommendations, and an action/implementation plan.
You should use Excel sheets to document all your calculations. These Excel sheets should be included as appendices. Present your conclusions and overviews in your main report.
Attachment:- Assignment File.rar