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28 August, 2023

Does David Give Regulated Financial Advice In This Situation: Finance Assignment, UO, New Zealand
Task 1 a) Regulated financial advice Does David give regulated financial advice in this situation? Give reasons for your answer. You are required to: • State whether or not David gives regulated financial advice in this situation. • Cite and explain the relevant section(s) of the Financial Markets Conduct Act 2013 that supports your view. b) Pri...

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26 August, 2023

FSC521: Describe financial markets and systems, including the specific roles of key market participants: The Financial Services Industry Assignment, OP, New Zealand
Learning outcomes This assignment assesses the following learning outcomes:
  • Describe financial markets and systems, including the specific roles of key market participants.
  • Analyze how key factors in the economic environment impact participants in the financial services sector
cta_question_1 Task 1: Financial institutions and the tax s...

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25 August, 2023

FSC522: Understanding the different layers of regulation when giving financial advice in New Zealand: The Regulatory Framework Assignment, OP, New Zealand
Overview: This assessment assesses learning outcomes 3 and 4:
  • LO.3: Apply good conduct, ethical, and professional obligations in a financial advice situation
  • LO.4: Outline the six-step advice process
Task 1: The different layers of regulation Your professional association is running a series of articles on its online education hub regarding the regulat...

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23 August, 2023

Demonstrate and apply knowledge of the financial sector to provide financial advice solution: Core v2, Assignment, New Zealand
31856 - Demonstrate and apply knowledge of the financial sector to provide financial advice solution
31857-Demonstrate and apply knowledge of key factors in the economic environment to provide financial advice solutions By the end of the assignment you will be able to:  US31856:  (LO1) demonstrate knowledge of fi...

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19 August, 2023

FSC521: Explain to Rachel and Tala the differences between the default fund and their proposed Kiwi Saver funds: The Financial Services Industry Casestudy, OP, NZ
Case study Rachel and Tala are in their early 40s and have two boys together, Callum (8) and Leroy (5).  Rachel also has an adult daughter Ruby from a previous relationship. Rachel works full-time in the marketing industry. She is salaried and receives good pay rises each year. Tala has been working hard over the last few years to build up his own adventure tourism business. Altho...

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