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Assessment Activity 1
Yahoo Finance – CBA
Belinda and James have a self-managed super fund. They are thinking of purchasing some Commonwealth Bank shares (CBA) to include in their super fund. Belinda and James emailed you asking if you can provide some information on CBA so they can make a decision as to whether or not they will go ahead with the purchase of the CBA shares. You agree to conduct some research and provide answers to their questions in readiness for your meeting with them scheduled for next Monday.
Note: In many instances your dealer group (or licensee) can provide you with access to research houses such as Lonsec, Morningstar etc where this information can be found easily. However, clients don’t have access to this, so if you know how to access public information, you can always show clients how to do it themselves.
Use au.finance.yahoo.com to access the information your clients require about CBA shares.
We have provided you with step by step instructions about how to use finance.yahoo.com to access this information. The instructions relate to Woolworths but you are required to follow the same steps to access information about CBA.
Please save all parts to this assessment activity and upload these to the LMS when submitting your assignment for grading.
Follow the detailed instructions provided at the end of this assessment activity in order to complete the following tasks: