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As an independent financial adviser (IFA) within a large authorised firm, you have been asked by your manager to write a document

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  • Post Date 2018-11-05T11:41:49+00:00
  • Post Category Assignment Requirements

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As an independent financial adviser (IFA) within a large authorised firm, you have been asked by your manager to write a document which is to be given to trainee financial advisers at the end of a training day.

AFA Coursework – Session B71050

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AFA Coursework – session B71050 for midday 29 January 2018 submisison:

Main Task

As an independent financial adviser (IFA) within a large authorised firm, you have been asked by your manager to write a document which is to be given to trainee financial advisers at the end of a training day.

Your manager has indicated that the focus of the training day is on the different types of regular savings plans that private clients can utilise when saving money over the longer term. The document needs to provide an overview of the different types of product, along with risk, suitability and taxation considerations. It is expected that the main features of each product should be covered, and that the document should focus particularly on the suitability of each option for such clients to assist with their savings strategies.

Part of the brief is to create at least one case study within the document, so that the trainee financial advisers can see how some of the products could be used within financial planning strategies to meet clients’ needs ‘in the real world’.

Your document should be presented in an appropriate style and should use appropriate technical language. The document should include any supporting calculations to underpin your considerations. You are required to provide a comprehensive discussion on the subject.

(75 marks maximum) - 60 marks are available for the content of the document and 15 marks are available for the communication and presentation style.

Note: Coursework responses for the Main Task must not exceed 4,000 words. The assignment has been developed to be answerable within this word count and words over this maximum will not be marked. If you quote from any sources in the Main Task, these will count towards the maximum word count.

You should ensure that any quotes used are clearly identified as such, enclosed in double quotation marks, with the source in brackets afterwards, eg: “The inheritance tax thresholds…..” (www.gov.uk). Further referencing guidance is available on the course site. There is no minimum number of words. It is left to your judgement, depending on the structure and content of your answer, as to how many words you use up to the maximum limit to formulate your response.

NB: Neither the Main Task nor the Short Answer Questions require the completion of a bibliography, however if references are used within the Main Task, a reference list must be provided at the end. Please see the course site for guidance on creating a reference list.


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