Convincing Features
Assignment Type
Subject
Uploaded by Malaysia Assignment Help
Date
The criteria below detail the areas which will be considered when the assignment is marked.
Task 1
You are required to prepare a financial plan to accumulate RM1 million (or its equivalent in your home currency) enough to achieve financial freedom by the age of 55, based on the following financial goals and obligations. Show calculations and explain your financial plan and strategies.
Your financial plan should incorporate the following assumptions:
A suggested financial plan template is shown as follows:
| Financial goal | Priority level | Start date | Target date | Total amount (Estimates) | Monthly amount required
|
Remark |
Task 2
Building on your financial plan from Task 1, reflect critically on the potential impact of unforeseen life events and changes in the economic and business landscape on your financial strategies. Outline the essential steps needed to establish a strong financial safety net. Your action plan should define specific, attainable goals and identify strategies, options, and scenarios, accompanied by realistic implementation timelines.
You are required to prepare a scenario analysis table and detail the revised financial plan. Explain how the changes in micro and macro factors affect your ability to accumulate a retirement fund of $1 million in Task 1 and recommend actions.
A suggested template is given below:
| Hypothetical scenario | Potential risk and impact | Action plan |
Incorporate concepts and insights gained from the module to support your reflections and action plan. Your response should illustrate a comprehensive understanding of diverse strategies to mitigate financial risks, ultimately promoting greater financial stability throughout your life.
[End of Questions]
Marks are awarded based on the following guidelines:
| Grade | Analysis of Case | Financial Goals Impact | Comprehensive Financial Plan
(Application of Theories) |
Evaluation and Judgment | Structure & Communication
(Writing style, APA, language) |
| Weights | 20% | 15% | 35% | 15% | 15% |
| Distinction
(75-100%) |
Excellent understanding with strong theoretical/real-world examples in the discussion. | Clear articulation with integration of relevant models. | Thorough, well-structured, realistic plan using diverse strategies and frameworks. | Critical evaluation with strong evidence and clear judgment. | Highly organised, clear, correct use of terminology, excellent formatting, plenty of use of good academic sources as references. |
| Credit
(65-74%) |
Good understanding with some appropriate examples in the discussion. | Shows understanding with some generalisations. | Detailed plan with minor gaps or less integration of elements. | Some evaluations are generally evidence-based. | Well-organised, mostly clear communication, appropriate terminology, good formatting, some use of good academic sources as references |
| Good Pass
(55-64%) |
Basic understanding, minimal examples, minimal discussion on the case given. | Some recognition of impact, but lacks depth. | Includes a basic plan, but with inconsistencies or limited depth. | Limited evaluation with some unsupported claims. | Some clarity, terminology, formatting and sources may be basic or inconsistent. |
| Pass
(50-54%) |
Attempt made, but lacks clarity or depth. | Very limited explanation of impact. | Basic plan, generic or poorly structured. | Superficial evaluation or minimal critical thinking. | Poorly organised, terminology used incorrectly or inconsistently. |
| Fail
(0-49%) |
Fails to explain key consequences. | No meaningful connection made. | Plans are missing, irrelevant, or undeveloped. | No evaluation or justification. | Unclear, disorganised, missing terminology, poor language, and no referencing. |
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