Write a detailed financial plan for Fox and Dana

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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

Reference no: EM132277881

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Reviews

len2277881

4/9/2019 12:52:30 AM

Total 3500 words. Help with case study the assignment is due on Monday, it has to include graphs , statements and stuff. Please use the guidelines on how to complete this case study. Note that your work will be graded at a very high professional level: it is expected that your work would be something delivered to a client. Therefore, everything from format to language to mathematical calculations will be evaluated. It is imperative that your report is professional. Last, since you are given considerable time to complete this project, assignments must be submitted on or before the deadline.

len2277881

4/9/2019 12:52:25 AM

Your report must be in either Arial or Times New Roman Font Size 12. You may use the case information provided in the textbook (pages 310 to 319 inclusive) as a template for your report. However, note that the information is not the same and you will have to make some adjustments. You should integrate as much knowledge from this and other courses as possible. You must cite properly any work not originally your own. You should retain all your backup documents, files and notes in case there is any question about authenticity of work. This reflects the real world in the sense that financial advisors may be audited at any time. Your communication style is critical: ensure minimal grammatical, language and spelling errors. Your reports will be the basis for group reports and presentations.

len2277881

4/9/2019 12:52:20 AM

Helpful Hints: The exercise tests your knowledge of course material, your ability to solve a complex problem, and present a solution to prospective clients. You need to propose a course of action for this couple- your professional advice is for them to do what exactly? - This, by the way, is where YOU deliver value to your clients. You want to present strong, compelling recommendations that will encourage them to work with you. Therefore, your presentation of findings is nearly as important as your specific recommendations.

len2277881

4/9/2019 12:52:15 AM

Grading Rubric - Clear, concise professional business language: 20 points. Current Situation Analysis (steps 1-3): 20 points. Recommendations (steps 4-6): 20 points. Action Plan: 20 points. Accuracy (specifically, are your numbers correct): 20 points. Total: 100 points.

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