This assessment covers the fundamentals of investment theory and application. The use of excel spreadsheets is required to express an asset allocation in a pie chart context, with inclusion of labels and percentages. Time value of money is covered, with specific reference to how the concepts are applied in a financial planning modelling context.

Diploma of Financial Planning Module 2 Assignment Submission Instructions

Submit the assessment file/s through the Monarch LMS after completing the Declaration of Authenticity.

Learn investment theory, asset allocation, and time value of money with Excel spreadsheets for financial planning.

DFP Module 2 Assignment Submission Instructions and Activities

This SEO content is about Desklib's DFP Module 2 Assignment that covers investment theory, time value of money, and mortgage. It includes 2 assessment activities - Balanced Funds Comparison and Calculation Exercise. Submission instructions are also provided.

Finance

Calculus and Analysis

DFP Module 2 Assignment Submission Instructions and Assessment Activities

This assessment covers the fundamentals of investment theory and application. Research of specific ASX listed shares is required focussing on extracting key data points such as share price, volume, market capitalisation, and PE multiples. The preparation of performance data is covered, as is comparing individual performance against benchmark indices using industry based research approaches.

Hartpury University and Hartpury College

DFP Module 2 Workplace Simulation Assessment Instructions

DFP Module 2 Workplace Simulation1703

Accountancy

This is an assessment for Diploma of Financial Planning Module 4 covering the fundamentals of insurance. It includes submission instructions and 3 assessment activities covering general insurance, personal insurance, and simulation exercise for trauma and TPD insurance. The risks faced by owning a plane, insurance coverage, and the difference between an actuary and an underwriter are also discussed.

Disease and Disorders

DFP Module 4 Assignment Submission Instructions and Assessment Activities

This assessment covers the fundamentals of superannuation. It covers rules around contributing to superannuation such as the work test, as well as contribution limits (both concessional and non-concessional). Salary sacrifice strategies are addressed, as are the differences around a superannuation fund in accumulation phase versus pension phase. Tax consequences across contributions to super, money held within the accumulation phase, and lump sum withdrawal of benefits (inclusive of pension payments) is also explored. SMSFs are addressed including important tests such as the sole purpose test, and in-house asset test. The use of business real property including in-specie contributions into superannuation is also addressed in the context of SMSF strategies.

DFP Module 3 Assignment - Superannuation Fundamentals

This assessment covers the fundamentals of insurance and requires researching and analyzing the Comminsure insurance product range. It includes questions on policy ownership, waiting periods, income protection, guaranteed renewable, guaranteed insurability option, and partial disability benefit.

DFP Module 2 Assignment Submission Instructions and Activities

About This Document

DFP Module 2 Assignment Submission Instructions and Assessment Activities

DFP Module 2 Workplace Simulation Assessment Instructions

DFP Module 2 Workplace Simulation1703

DFP Module 4 Assignment Submission Instructions and Assessment Activities

DFP Module 3 Assignment - Superannuation Fundamentals

DFP Module 4 Workplace Simulation Submission Instructions and Assessment Activities

DFP Module 2 Assignment Submission Instructions and Activities

About This Document

DFP Module 2 Assignment Submission Instructions and Assessment Activitieslg...

DFP Module 2 Workplace Simulation Assessment Instructionslg...

DFP Module 2 Workplace Simulation1703lg...

DFP Module 4 Assignment Submission Instructions and Assessment Activitieslg...

DFP Module 3 Assignment - Superannuation Fundamentalslg...

DFP Module 4 Workplace Simulation Submission Instructions and Assessment Activitieslg...

DFP Module 2 Assignment Submission Instructions and Assessment Activities

DFP Module 2 Workplace Simulation Assessment Instructions

DFP Module 2 Workplace Simulation1703

DFP Module 4 Assignment Submission Instructions and Assessment Activities

DFP Module 3 Assignment - Superannuation Fundamentals

DFP Module 4 Workplace Simulation Submission Instructions and Assessment Activities