financial planning and advice
TPLA601 Financial Planning & Advice
Assessment 2: Part A
Draft introduction and reference list
Answer Template
Enter your answers into this template & upload into Moodle
10% of total marks
Word limit: 300-500 words for introduction (excludes reference list)
Student Number & Name:
[Enter name & number here]
My word total count for this document is:
[Enter wordcount here] words
Your analysis task should be loaded into Moodle- TurnItIn by the due date.
Checklist
I have completed my analysis task using Word.
I have completed my analysis task using Calibri, Arial, Times New Roman or Verdana fonts.
I have added my Student Number and Name on this page.
I have added my word count on this page.
I have saved the file to be uploaded as StudentName_TPLA601_AT2A_2020T3 (enter your name at the start of the file)
Each question of my analysis task is within the word limit guidelines for that question as per the Student Question Guide
ASSIGNMENT COVER SHEET
Unit Code
Unit Name
Due Date
Assignment Number:
Lecturer Name:
Tutor Name:
Students
Student Number
Given Name
Family Name
Declaration
I/we have read and understood the Institute policy on assessment and academic honesty (which deals with issues such as plagiarism and recycling assignments) and certify that this assignment is my own work and complies with those policies.
1. I/we hold a copy of this assignment which can be produced if the original is lost/damaged.
1. This assignment is my/our original work and no part of it has been copied from any other students work or from any other source except where due acknowledgement is made.
1. No part of this assignment has been written for me/us by any other person except where such collaboration has been authorised by the lecturer/teacher concerned.
1. I/we have not previously submitted this work for this or any other course/unit.
1. I/We give permission for this work to be reproduced, communicated, compared and archived for the purpose of detecting plagiarism.
1. I/We give permission for a copy of my/our marked work to be retained by the Institute for review and comparison, including review by external examiners.
I/we understand that:
1. Plagiarism is the presentation of the work, idea or creation of another person as though it is your own. It is a form of cheating and is a very serious academic offence that may lead to expulsion from the Institute. Plagiarised material can be drawn from, and presented in, written, graphic and visual form, including electronic data, and oral presentations. Plagiarism occurs when the origin of the material used is not appropriately cited.
1. Plagiarism includes the act of assisting or allowing another person to plagiarise or to copy my/our work.
Student Signature(s)
Signature
Date
Signature
Date
1
5
2
6
3
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4
8
1
Student answers
Introduction
Start typing your answer below
References
Start typing your answer below TPLA601 Financial Planning & Advice
Assessment 2: Part B
Research essay
Answer Template
Enter your answers into this template & upload into Moodle
30% of total marks
Word limit: 3,000 words (excludes reference list)
Student Number & Name:
[Enter name & number here]
My word total count for this document is:
[Enter wordcount here] words
Your analysis task should be loaded into Moodle- TurnItIn by the due date.
Checklist
I have completed my analysis task using Word.
I have completed my analysis task using Calibri, Arial, Times New Roman or Verdana fonts.
I have added my Student Number and Name on this page.
I have added my word count on this page.
I have saved the file to be uploaded as StudentName_TPLA601_AT2B_2020T3 (enter your name at the start of the file)
Each question of my analysis task is within the word limit guidelines for that question as per the Student Question Guide
ASSIGNMENT COVER SHEET
Unit Code
Unit Name
Due Date
Assignment Number:
Lecturer Name:
Tutor Name:
Students
Student Number
Given Name
Family Name
Declaration
I/we have read and understood the Institute policy on assessment and academic honesty (which deals with issues such as plagiarism and recycling assignments) and certify that this assignment is my own work and complies with those policies.
1. I/we hold a copy of this assignment which can be produced if the original is lost/damaged.
1. This assignment is my/our original work and no part of it has been copied from any other students work or from any other source except where due acknowledgement is made.
1. No part of this assignment has been written for me/us by any other person except where such collaboration has been authorised by the lecturer/teacher concerned.
1. I/we have not previously submitted this work for this or any other course/unit.
1. I/We give permission for this work to be reproduced, communicated, compared and archived for the purpose of detecting plagiarism.
1. I/We give permission for a copy of my/our marked work to be retained by the Institute for review and comparison, including review by external examiners.
I/we understand that:
1. Plagiarism is the presentation of the work, idea or creation of another person as though it is your own. It is a form of cheating and is a very serious academic offence that may lead to expulsion from the Institute. Plagiarised material can be drawn from, and presented in, written, graphic and visual form, including electronic data, and oral presentations. Plagiarism occurs when the origin of the material used is not appropriately cited.
1. Plagiarism includes the act of assisting or allowing another person to plagiarise or to copy my/our work.
Student Signature(s)
Signature
Date
Signature
Date
1
5
2
6
3
7
4
8
1
Student answers
Research essay
Start typing your answer below
References
Start typing your answer below TPLA601
Financial Planning & Advice
Student Question Guide
Assessment 2
40% of total marks
Part A: Due 11:59 pm, 26 December (Week 5)
Part B: Due 11:59 pm, 30 January (Week 9)
Unit Coordinator: Cara Edwards
TPLA601 Financial Planning & Advice Assessment Royal Commission
1
Royal Commission Royal Commission into
Misconduct in the Banking, Superannuation and
Financial Services Industry
40 marks | Word limit: 3,000 words (excluding references)
The Royal Commission into Misconduct in the Banking, Superannuation and Financial
Services Industry (Royal Commission) will have significant, long lasting impact on the
way financial planners operate in the future.
Present an analysis of the issues contained in the above statement having regard to:
The issues in the financial planning industry that lead to the Royal Commission
An analysis of three specific financial planning related recommendations made in the
Royal Commission Final Report and how these will impact how financial planners
operate
The current status of the Royal Commission recommendations
Instructions:
Part A: Draft introduction and reference list (10%)
Criteria:
Draft introduction
The introduction should be 300- 500 words
Interesting opening
Identification of the significant issues for the topic.
Clearly expressed the purpose/argument of the paper
Introduction provides an outline of the paper ie outlines the structure of the paper by
stating in chronological order what the paper will discuss.
Language (formal) and terminology appropriate for an academic paper.
Good clarity of expression (concise expression)
Correct use of grammar, spelling and punctuation.
Reference list
A thoroughly researched the assignment with a wide variety of source material
(reference to at least 8 to 10 peer reviewed refereed journals and or book chapters)
that you will rely upon in your paper.
Adherence to the correct conventions of an academic paper for reference list.
Harvard style referencing to be used.
TPLA601 Financial Planning & Advice Assessment Royal Commission
2
Part B: Final research essay (30%)
Criteria:
Your research essay should be no more than 3000 words (excluding list of references
and cover page)
The essay should use proper citation methods, be logically structured using headings
where appropriate, have an introduction and conclusion.
It must be submitted through Moodle and Turnitin no later than 11:59 pm on the
specified due date.
You must submit your responses in the answer templates provided for each Part A
and Part B.
Harvard style referencing to be used.
The following considerations for marking will apply:
o Identification of relevant issues as they apply to the research topic
o Critique
o Research
o Organisation
o Format
o Expression
Important
Your research essay is in individual assignment and must be completed without the
assistance of any other person or persons.
If it is suspected that the work submitted is not your own, you may be asked to demonstrate
the workings of your assignment drafts, outline, evidence of research etc. You may be
asked to verbally defend the written work and questions regarding the contents contained
within this.
