Financial risks and rewards
Summary of task
Students took on the role of a financial adviser for a hypothetical wealth management fund. They were assigned a profile which included details of the client’s financial situation and future goals. Students completed a series of investigative tasks based on this information. The final task was the preparation of a report advising the client of a course of action. These tasks were completed in class and at home over a period of three weeks.
Achievement standard
1
2
3
4
-
Annotations
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1
Annotation 1
Presents questions relevant to the hypothesis -
2
Annotation 2
Develops a simple hypothesis to frame an investigation of a financial management issue -
3
Annotation 3
Identifies a problem and its variables -
4
Annotation 4
Uses financial and business terminology
1
2
3
-
Annotations
-
1
Annotation 1
Presents appropriate criteria for a cost-benefit analysis -
2
Annotation 2
Generates alternative investment strategies for analysis -
3
Annotation 3
Describes the monetary costs and benefits of alternative investment strategies
1
2
3
-
Annotations
-
1
Annotation 1
Explains the importance of managing financial risks and rewards -
2
Annotation 2
Proposes an appropriate, detailed course of action that addresses the client's financial situation, future goals and objectives -
3
Annotation 3
Uses business and financial terminology
