HND理财班GU1__精品.doc

HND理财班GU1 Group Award Graded unit 1 Contents Planning-Action Plan 11 Introduction 12 Likely resources to be used 13 Strategy for carrying out report 14 How the project will bw managed 15 Timescales for project 16 Sources of information 2 Developing-Case Study Body 21 Key factors in case study 22 Likely financial needs of the clients 221 Savings 222 Mortgage needs 223 Protection needs 23 Suggestions for improvements 24 Likely providers 25 Relevant products and services 26 Benefit-needs analysis 27 Effect on tax position 28 Justification for selections 3 Evaluation 31 Criteria for Evaluation 32 Changes made during project compared to original action plan 33 Effectiveness of process 4 Bibliography Planning-Action Plan 11 Introduction Working 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 12 Likely resources to be used I 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 13 Strategy for carrying out report According to the background of this couple its cle