Provide Financial and Business Performance Information (4 Assessment Tasks)

| December 11, 2014

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Provide Financial and Business Performance Information (4 Assessment Tasks)
There are 4 Assessment Tasks in the PDF file (Learner’s Guide_FNSACC501A Provide Fin & Bus Performance Info.pdf) attached.
Assessment Task-1 page-13, Assessment Task-2 page-15, Assessment Task-3 page-17, Assessment Task-4 page-19.
These tasks are need to be done byMicrosoft Word and Excel.
Detail information will be found in the PDF file(Learner’s Guide_FNSACC501A Provide Fin & Bus Performance Info.pdf) attached.
Assessment Task 1- Identify Client Needs.
Here you have to show a communication between financial advisor and client. Where financial advisor will have a meeting with client and discussion. It may be happened by email. In the client meeting part, you have to write down the conversation by which all the information are found. For detail seethe PDF file (Learner’s Guide_FNSACC501A Provide Fin & Bus Performance Info.pdf) attached.
Assessment Task 2- Analyse Financial Statements.
A financial statement will be found in the PDF file (RSPCA Financial Report 2011_Task2.pdf) attached.
Assessment Task 3- Develop a Client Solution.
To do this Assessment Task, you will need Assessment Task 1.
Assessment Task 4- Portfolio.
To do this, go to page-8 in the PDF file(Learner’s Guide_FNSACC501A Provide Fin & Bus Performance Info.pdf). You will see a table. Look into the column called Activities. Do 1stand 2nd activities from Lesson 1-2,2nd activities from Lesson 4-5 and 2nd activities from Lesson 6-7. The names of the activities, need to be done, given below (for less confusion):
a)Research and compile a list of financial options for a client
b)Research tax issues relevant to different business structures
c)Discuss differences between different business structures in your group
d)Write: Principles of cash flow and budgetary control
You can make the Assessment Tasks answers short (use less word) where possible or necessary, but everything needs to be covered. So organize first, in which part you will use how many words.
I need Assessment Task 1, 2, 3 and 4 done properly. If there is any problem inform me. Thanks.
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