Kaplan Professional DFP1: Financial Planning Fundamentals Assignment

This document is a written assignment for the Financial Planning Fundamentals (DFP1) course, focusing on a case study of Joe and Natalie Olden. The assignment includes a detailed fact-find, outlining their personal details, assets, liabilities, income, and expenditures. The case study presents the couple's financial situation, including their interest in purchasing their rental property, and seeks financial planning advice. The assignment requires students to analyze the couple's financial position, answer questions related to their needs, and potentially provide recommendations. The document also includes instructions for completing and submitting the assignment, including file naming conventions and grading criteria. The assignment covers topics such as financial analysis, ethical considerations, and the application of financial planning principles to a real-world scenario.