Satisfactory
Financial risks and rewards
1
2
3
4
-
Annotations
-
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
Above satisfactory
Financial risks and rewards
1
2
3
4
-
Annotations
-
1
Annotation 1
Presents questions that relate to the hypothesis -
2
Annotation 2
Identifies a specific problem and the link between its variables -
3
Annotation 3
Uses a range of financial and business terminology -
4
Annotation 4
Develops a detailed hypothesis to frame an investigation of a financial management issue
1
2
3
-
Annotations
-
1
Annotation 1
Develops appropriate detailed criteria for a cost-benefit analysis -
2
Annotation 2
Develops SMART criteria (specific, measurable, achievable, realistic, time-framed) -
3
Annotation 3
Analyses the monetary and non-monetary costs and benefits of alternative investment strategies in relation to the client's risk profile and financial objectives
1
2
-
Annotations
-
1
Annotation 1
Explains in detail the importance of managing financial risks and rewards -
2
Annotation 2
Proposes and justifies an appropriate, detailed course of action that acknowledges the client's financial situation, risk tolerance, future goals and objectives
1
-
Annotations
-
1
Annotation 1
Uses sophisticated, specific business and financial terminology
Satisfactory
Financial risks and rewards
1
2
3
4
-
Annotations
-
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