Issued in finance, about financial planning

Issued in finance, about financial planning.

Issued in finance, about financial planning Question 1. The Activities of CBA financial planner,CBA manangement’s response and Asic’s dealing of allegations provided by Whistleblower have recently been civered by Various Sydren morning Herald articles and have led to a senate inquiry into the issue. a).With reference to the FCA Code of ethics and professional practice and using specific examples,discuss te professinal practice and using specific examples,discuss the professinal issues arising from the CBA financil planing scandal. b)Analyse the conflics of interest that have been illustrated by the CBA finacial planning scandals and obligations on finacial planners and CBA management in the relation of conflict of interest c)Explain and critique the new FOFA rules which apply to finacial planneres and their bissiness Question 2. A)Provide personal insurance (Life risk)recomendations for the following characters; 1.Fred flinkstone,character from the movie/TV show the flinkstone 2.Bruce wayne,the alter ego of Batman 3.Marge Simpson,mum in TV show .The simposon Include a summary of their known current personal position reasonable assumtion you have made recomendation regarding the type of insurance needs may change,risk associated with your recommendation and addition information you will reQuire in order to provide insurance quote. Question 3. a)Explain 2 processes that can be used to determine a client’s risk profile. b)Explain 2 possible problems with risk profiling c)Recomend a risk profile and asses allocation for John and Mary,give reasone. d)Explain to john and Mary strategic that can help them optimise their retirement saving. e)What additional information would help you better understand John and Mary’s situation,give reasons for requesting the additional information.

Issued in finance, about financial planning

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