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Issues in Applied Finance Financial Planning Assignment: Questions & Answers

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AFIN310 Issues in Applied Finance Financial Planning Assignment: Questions & Answers
General Questions 1. Is an introduction / executive summary and conclusion required? No. You are to answer each question and keep to a total maximum of 15 pages, excluding cover page. No marks will be provided for anything written on page 16 or beyond. Students are recommended to refer to the mark allocation when answering each question. 2. Is specific formatting required? Eg The font you can use is Calibri, size 12. The document should have 1.5 spacing There are no specific formatting requirements, unless there are standard university or department formatting criteria of which students should be aware. 3rd year students are expected to submit assignments which are easy to read and look professional. 10 marks are allocated to presentation, length, references and bibliography. Question 1 3. Question 1(a) are real-life examples required or I can simply make-up an example? Personal and/or made-up examples will not be sufficient. There are numerous Australian real cases that can be referenced. The preamble to the question refers to "Australian scandals involving financial planning firms, practices and advice". You are required to limit the use of examples to publically available information about the provision of financial advice in Australia. 4. Question 1(a) How many examples will be considered sufficient? Marks are not allocated based on the number of examples provided, rather on the quality of the analysis of the professional issues raised by relevant real world cases. Students are recommended to focus on identifying and discussing the professional issues raised by the real world examples. The requirement for examples is to ensure students understand the professional issues in a real context, not in the abstract. Students are encouraged to refer to the FPA Code of Ethics. Question 2

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