Client Interaction Essay Discussion Assignment

Client Interaction Essay Discussion Assignment

Table of Contents

Order ID# 45178248544XXTG457	Plagiarism Level: 0-0.5%	Writer Classification: PhD competent
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Sources: 4-6	Course Level: Masters/University College	Guarantee Status: 96-99%

Instructions

Client Interaction Essay Discussion Assignment

 

#35548 Topic: Client Interaction

 

Number of Pages: 3 (Double Spaced)

 

Number of sources: 4

 

Writing Style: APA

 

Type of document: Essay

 

Academic Level:Undergraduate

 

Category: Finance

 

Language Style: English (U.S.)

 

Order Instructions: ATTACHED

 

Write a short fictional example of a client interaction with a planner on a topical plan within one of the areas of financial planning. (Remember that a topical plan addresses a single area from general principles, investments,

insurance, retirement, tax or estate planning. It is not a “comprehensive” financial plan.) (Use Investments for this essay)

 

A successful paper will briefly present each step of the process from establishing relationship to monitoring on whatever topic is selected, following the “EGADIM” steps correctly in order: Establish, Gather, Analyze, Develop,

Implement and Monitor. Client Interaction Essay Discussion Assignment

Client Interaction Essay Discussion Assignment

Common language accessible to a retail client should be employed.

Client Interaction Essay Discussion Assignment

Fictional example of client/planner interaction written should follow the financial planning process of “EGADIM.” (Establish, Gather, Analyze, Develop, Implement and Monitor.)

Client Interaction Essay Discussion Assignment

Written example is for a topical rather than comprehensive plan. To the extent possible it should address the area of financial planning chosen such as an Investment or Insurance focused topical plan.

 

Language employed should be accessible to a retail client with minimal experience and for the purpose of this assignment able to be conveyed verbally without external charts, graphs or references.

 

Please provide a summary of the essay.

 

Client Interaction Essay Discussion Assignment

RUBRIC
Excellent Quality 95-100%	Introduction 45-41 points The background and significance of the problem and a clear statement of the research purpose is provided. The search history is mentioned.		Literature Support 91-84  points The background and significance of the problem and a clear statement of the research purpose is provided. The search history is mentioned.			Methodology 58-53 points Content is well-organized with headings for each slide and bulleted lists to group related material as needed. Use of font, color, graphics, effects, etc. to enhance readability and presentation content is excellent. Length requirements of 10 slides/pages or less is met.
Average Score 50-85%	40-38 points More depth/detail for the background and significance is needed, or the research detail is not clear. No search history information is provided.		83-76  points Review of relevant theoretical literature is evident, but there is little integration of studies into concepts related to problem. Review is partially focused and organized. Supporting and opposing research are included. Summary of information presented is included. Conclusion may not contain a biblical integration.			52-49  points Content is somewhat organized, but no structure is apparent. The use of font, color, graphics, effects, etc. is occasionally detracting to the presentation content. Length requirements may not be met.
Poor Quality 0-45%	37-1 points The background and/or significance are missing. No search history information is provided.		75-1 points Review of relevant theoretical literature is evident, but there is no integration of studies into concepts related to problem. Review is partially focused and organized. Supporting and opposing research are not included in the summary of information presented. Conclusion does not contain a biblical integration.			48-1 points There is no clear or logical organizational structure. No logical sequence is apparent. The use of font, color, graphics, effects etc. is often detracting to the presentation content. Length requirements may not be met
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Client Interaction Essay Discussion Assignment

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