Country : Australia
Assignment Task:

Learning outcomes

1. Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

2. Evaluate contemporary issues in insurance advice.

Question 1(a)

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 1(b)

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 2

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 3

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 4

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 5

Evaluate contemporary issues in insurance advice.

Question 6

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 7(a)

Evaluate contemporary issues in insurance advice.

Question 7(b)

Evaluate contemporary issues in insurance advice.

Question 8

Undertake financial planning duties while giving consideration to ethics and the legal and regulatory responsibilities owed by the planner and the planner’s organisation to the planner’s clients and other stakeholders.

Question 9

 Evaluate contemporary issues in insurance advice.

  1. dentify the key stakeholders in the life insurance industry and discuss how they have been or are likely to be impacted by LIF.
  2. In answering this question, for each of the stakeholder groups identified in part (a), provide your view on whether the overall impact of the LIF is positive or negative and your reasons.

 

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  • Uploaded By : Finn
  • Posted on : January 07th, 2019
  • Downloads : 170

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