In this assignment, imagine that you are working at a Financial Services company with a Financial Planner

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In this assignment, imagine that you are working at a Financial Services company with a Financial Planner. The duty of every Financial Planner (FP) is to educate and inform her/his clients. To this end FPs must conduct client seminars, answer difficult questions and communicate complex material in a manner that clients can easily understand.   Doing so helps build trust with existing and prospective clients.  It’s also an effective means to inform, educate, build rapport, and learn what’s on clients’ minds.

Your role is to develop a paper based on one of the two Financial Planning/ Interpersonal Skills topics below.  The presentation (built in MS Word format) must be complete and understandable as a standalone document. This means, in addition to incorporating appropriate and relevant written answers, you must include visuals that support the report.

Important:   

· Submit the presentation (as a Word or .pdf) via the course submission portal.

Source Material:

· Support your presentation materials by incorporating charts, graphs, and visuals, where appropriate. Ensure your research findings and information are drawn from reputable industry sources and you incorporate the graphic in your answers.   Note:  Wikipedia or Investopedia are NOT deemed reputable sources and I will take marks off if you use them.

· When citing your sources, include the relevant source information and hyperlink at the end of the paper in a references section.

Length:

2500 words.  That means about 600 words per question or about 1.5 pages double spaced.  Your paper should be about 6 pages plus visuals.

What I look for is content, insight and the ability to show me that you understood the topic and can apply the communication skills needed to communicate it in a logical manner.