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Financial Planning - Expert Assignment Help

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Question

Activity 1

1) You work for a financial planning organisation that manages thousands of clients' portfolios and accounts. Recently there have been several changes in the industry that affect clients who have share portfolios. For some clients, the changes will have a negative effect on their investments while other clients will be receiving good news.

You have been asked to write a letter to all the relevant clients asking them to attend an information session regarding the changes that will affect their share portfolio performance.

When writing a business letter the first thing to determine is its purpose – ie what it is intended to achieve. in a short sentence, explain the the purpose of this letter. (For example, will it be used to provide information, ask a question or persuade people to do something?)

2) What type of audience will the letter address and what sort of information should you consider including? (100words).

3) Write the letter and upload it for assessment. It should be formatted in a manner that would be appropriate for a business (if participants are working they should follow organisational expectations) and spelling and grammar must be accurate.

Activity 6

2) In many instances it is a good idea to use graphical representations to support the text in reports or business documents. Conduct research and find graphics or illustrations that might be used in documents providing information about the following:

information about staff turnover that might be presented at a meeting of the board
organisational profit and loss figures
an increase in sales in an organisation
Copy and paste these into a document, label it, save it and upload for assessment.

Activity 8

Scenario:
You are employed by XYZ Consulting as an Administrator. XYZ Consulting provides management training services to corporate clients across Australia Recently, there has been a change to the way the course is structured and delivered. This change is a result of a new employee entering XYZ Consulting.

The new employee is Glenn Wheat and he is expected to start with the organisation as a specialist trainer and advisor within 2 weeks. Glenn has 10 years industry experience as a trainer and 20 years experience in management practices. He has specialised in many industries including banking and finance, real estate and recruitment. Glenn has brought some fresh and innovate ideas to the organisation changing the course for the better.

You have been asked to prepare a detailed, professional, business letter to all existing clients of XYZ Consulting to introduce Glenn and explain why the course content will be changed.

Proof read the letter and ensure that there are no spelling or grammatical errors.

Upload your letter for assessment.

Activity 10

1) Create a business letter of your choice and save it as Document1 and upload for assessment.
2) Apply track changes to Document1 and make further changes to it. Save this changed document as Document2 with all of the formatting and typing changes visible and upload for assessment.
3) Why is it important to get approval from the appropriate people for your draft text?

Activity 11

1) Using a word processing software of your choice, type this (Act11) and apply appropriate design elements.

a.Type on an A4 page size.
b.Ensure that the page is in portrait.
c.Apply margins at 2cm on the left and right.
d.Do not apply paragraph indentation.
e.Insert relevant illustrations, photographs and other illustrative material for design purposes and ensure they are centred.
f.Only apply colour to the images and graphics.
g.Do not have too much white space.
h.Type in Arial, 11pt font.
i.Apply left alignment.
j.Make headings bold, 12pt and underlined.

Upload your document for assessment.

Section 2

1) What planning steps will ensure the appropriate format for a complex document?
2) Why is understanding your audience critical when writing documents?
3) What are three important factors which relate to the use of language in documentation?
4) What considerations need to be made in regards to choosing basic design elements? What checks should be made to ensure all documents are accurate?
5) What does it mean to write in an impartial manner?
6) When communicating, why should the information be clear and concise?
7) How can ergonomics and requirements for rest periods during working time impact on productivity.

PROJECT

You are employed by a national recruitment and human resources organisation. The organisation began in 2002, providing staffing solutions for businesses South Australia. Since inauguration the organisation has continued to grow, opening offices in each state of Australia. Recently, the board of management approved a proposal for the inclusion of a new training arm of the organisation. The training arm will specialise in sales training for people wishing to work in the automotive industry.

As a result of inclusion of the new training division, management have given you a brief asking you to:

1) Prepare a document introducing the training division and explaining its purpose to the staff in the organisation.

a. Design the product, Select the format and style as well as any graphics you will use. Develop appropriate text for the document. Prepare a draft of the document.
Upload your draft for assessment.
b. Proof read your draft using Track changes. Upload the copy with Track change changes on.
c. Draw up a final copy of the document. It should be ready to send out to personnel in the organisation.

2) Develop some marketing material that will be used to attract and inform clients-to outline to clients in the automotive industry how the pre-employment training of applicants will be of benefit to them when they are looking to recruit and select new employees.

a.Design the product, Select the format and style as well as any graphics you will use. Develop appropriate text for the document. Prepare a draft of the document. Upload your draft for assessment.
b. Proof read your draft using Track changes. Upload the copy with Track change changes on.
c. Draw up a final copy of the document. It should be ready to send out to personnel in the organisation.

3) Provide a report describing and explaining the steps taken to plan the documents and ensure that each one meets the brief you have been given.

a. Explain the action you would take to ensure appropriate conservation of resources (the resources used to prepare print and distribute the documents).
b. Explain how and why you chose the design elements you used and why you believe the finished documents are appropriate for purpose and for the audience.
c. Your assessor might ask a series of verbal questions to determine how you planned the documents and how you managed resources appropriately.

Solution

Activity 1

 

  • You work for a financial planning organization that manages thousands of clients' portfolios and accounts. Recently there have been several changes in the industry that affect clients who have share portfolios. For some clients, the changes will have a negative effect on their investments while other clients will be receiving good news. You have been asked to write a letter to all the relevant clients asking them to attend an information session regarding the changes that will affect their share portfolio performance. When writing a business letter the first thing to determine is its purpose – ie what it is intended to achieve. in a short sentence, explain the purpose of this letter. (For example, will it be used to provide information, ask a question or persuade people to do something?)

       The purpose of this letter is to coax client shareholders to attend an information session to provide them with further information about the changes in their share portfolio performances as a result of changes in the industry.

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  1. What type of audience will the letter address and what sort of information should you consider including?

         The letter will address the generally uninformed group of client shareholders of the company. Since it intends to invite clients (who have share portfolios in the company), the letter must include an invitation to the information session including the time, the venue and the day for the meetup. It should contain brief information about the supposed changes happening in the industry and their general impact on the client's investments. Thereafter, it should highlight the reason for the session and the objective organizers hope to achieve during and after it.

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