Written Assignment: DFP3 Superannuation and Retirement Planning

This assignment is for the Kaplan Professional Education DFP3 Superannuation and Retirement Advice course. It requires students to demonstrate competency in financial planning, particularly in the context of superannuation and retirement. The assignment includes a case study involving Nathan and Mary Davidson, a couple seeking financial advice. Students are tasked with establishing a relationship with the clients, analyzing their financial situation, objectives, and risk profile. They must then develop appropriate strategies and solutions, address client concerns about superannuation, and present a financial plan. The assignment includes fact finders, cash flow templates, and managed funds calculations. The goal is to develop a Statement of Advice (SOA) that addresses the clients' goals and objectives, demonstrating a clear understanding of superannuation and retirement planning principles. The assignment is graded on a 'demonstrated' or 'not yet demonstrated' basis, with opportunities for resubmission based on assessor feedback. The assignment is designed to assess the student's ability to apply financial planning knowledge to real-world client scenarios, covering areas such as superannuation, retirement planning, and ongoing client service.