ADFP Advanced Strategy Advice - Assignment Example

This assessment focuses primarily on strategic recommendations in a financial planning context. It encompasses your knowledge base acquired across previous modules within the Diploma of Financial Planning and the Advanced Diploma of Financial Planning. The assessment is aimed at utilising your skills in understanding and applying some of the concepts contained in the FirstTech Super Guide from Colonial First State. Although it is called a Super Guide, this text goes beyond just superannuation concepts and also addresses taxation, social security and insurance, as all of these topics are interrelated.

This assignment contains 6 assessment activities each containing specific instructions. Grading for this assessment will be deemed “competent” or “not-yet-competent” in line with specified educational standards under the Australian Qualifications Framework. These answers contain relevant and accurate information in response to the question/s with limited serious errors in fact or application. If incorrect information is contained in an answer, it must be fundamentally outweighed by the accurate information provided.

This will be assessed against a marking guide provided to assessors for their determination.