hnd金融大综合1新大纲写作教程1-ppt

Financial Services：Graded Unit 1,Common characteristics of reports,Having a clear purpose Taking a logical approach Using appropriate language,Project stages,Planning：week 1-3 （13/05）Developing: week 4-6（03/06）Evaluating: week 7-8（17/06）,References,Harvard Reference SystemReferences should include all sources cited in the report in the list of references, and list those sources that were read, but not used, in the bibliography. Harvard Reference System.ppt,Presentation,Font size: 12 point font size with 1.5 spacingFont: Times New Roman Margins: Leave top, bottom, left and right margins of 2.54cm (standard default) and number the pages,Report structure,The report should also include:A title pageA contents pageA page header with H0Y6 34: Financial Services: Graded Unit 1A page footer with the candidates namePage numbers,Title page,This is the first page of the report and should include The title: Report for Duncan and Elaine Name: Student ID: Title of the module: Financial Services: Graded Unit 1 Module Code: H0Y6 34 Module leader: Jing Bai Date of submission:,Contents page,Contents page: includes brief headings together with the respective page number,Case Analysis,Read the case and identify the key factorsIdentify the financial needs of the coupleResearch: providers and products and services (regarding income growth, insurance and others)Decision criteriaAnalysis: benefit-needs, comparison, tax and risk implication, service commitments and compensationSolution: providers and products and services,1. Introduction,2. Planning2.1 Identification of the resources required to carry out the project, ie: sources of information procedures to be followed 2.2 Selection, justification and development of a strategy for managing the project, taking into account time management,Planning,2.3 How appropriate information will be gathered, eg: use of internet visits to providers mailshot brochures comparisons with other products/services 2.4 Identification of potential barriers,3. Developing,3.1 Analysis of a given case study including: identifying the key factors identifying the financial needs of Duncan and Elaine suggesting how the needs of Duncan and Elaine can be resolved,Developing,3.2 Development of an approach to dealing with the problems posed by the project, ie: selecting a range of providers selecting relevant products and services for Duncan and Elaine reviewing the customer service provision by selected providers reviewing the extent to which funds are protected or at risk 3.3 Identifying the criteria on which to base the decisions,Developing,3.4 Justification for the selection of the products and services used, eg: benefit-needs analysis comparison with other providers, products and services tax implications risk implications analysis of the customer service commitments of the selected providers analysis of the compensation applicable for their selected products/providers - solution,4. Evaluating,4.1 Modifying approaches made during the course of the activity4.2 Evaluating the effectiveness of the problem solving/deci