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Watched the following video’s (on L@G /
assignment folder):
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Getting started: how to complete Part B?
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Part B: wealth creation?
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Read the following
information on L@G:
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Part B
instructions?
These include detailed
instructions on how to complete the Part B template. Please also
ensure you have read the Appendices as well. Appendix 1 and 2
includes the rates and fees required for the future value (FV)
calculations both outside and inside superannuation
(respectively). Appendix 3 includes answers to frequently asked
questions.
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Part B marking rubric?
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Used the Part B template and have bullet
pointed your responses? Please ensure you have a new bullet point
for each separate point.
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Reviewed your Part A feedback and updated /
modified the relevant sections for Part B? Refer FAQ 1. Please
note that Future Value (FV) calculations for the Part A sections
are still required for Part B, so please ensure these are
included in the Part B appendix.
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Fully allocated
the client’s lump sum savings (less any emergency funds) and
their monthly surplus funds? If you have surplus savings you
should advise where these funds are being allocated as well.
Refer FAQ 8.
Remember that you must use the client’s
total available funds to achieve all their goals and
cannot advise the client to save more money.
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Provided clear and specific reasoning
(advantages and disadvantages) for your recommendations that are
tailored to your client where possible, as well as
reasonable investment alternatives? Refer Part B instructions.
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For the superannuation section, have you
addressed all areas specified in the Part B instructions,
regarding consolidation, investment options and contributions?
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Used MoneySmart’s retirement planner to
demonstrate that your client should be able to achieve his
retirement goal? Please ensure that your inputs align with your
recommendations and you have included screenshots of both the
inputs and the results in your Appendix.
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For the MoneySmart retirement planner, have
you used the investment rates, tax on earnings and fees in
accordance with the Part B instructions (Appendix 2)?
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For the insurance section, discussed his
personal insurance requirements and addressed all relevant
points as per the Part B instructions? Please ensure you have
clearly explained your reasoning behind each
decision.
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Completed the Part B electronic coversheet
available in the assignment submission folder?
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Submitted your assignment on L@G  |
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