assignment brief

Topics: Finance, Personal finance, Investment Pages: 4 (1185 words) Published: October 16, 2014

Assignment front sheet
Learner name
Assessor name

Natasha Rorke
Date issued
Completion date
Submitted on
w/c beginning 9/9/13
On a task-by-task basis
On a task-by-task basis
Unit number and title
BTEC First Diploma Business
Unit 20 Managing personal finances

Assignment title
Unit 20 Managing personal finances Assignment 1 of 1
In this assessment you will have opportunities to provide evidence against the following criteria. Indicate the page numbers where the evidence can be found.

Criteria reference
To achieve the criteria the evidence must show that
the student is able to:

Task no.

Page numbers

Outline ways of managing personal financial planning and accurate record keeping



Identify sources of advice for ways of managing financial products and services



Describe financial products and services appropriate to self



Construct a personal budget that takes account of personal remuneration and expenditure



Explain the reasons for budgetary decisions



Analyse the different features of financial products and services relating to current and savings accounts.



Justify reasons for financial planning decisions.


Learner declaration
I certify that the work submitted for this assignment is my own and research sources are fully acknowledged.

Learner signature: Date:

Assignment brief
Unit number and title
Unit 20 Managing personal finances
BTEC First Diploma Business
Start date
w/c beginning 09/09/13
On a task-by-task basis
Natasha Rorke

Assignment title
Assignment 1 of 1 Personal finance

The purpose of this assignment is to: enable learners to 1) know ways to manage personal finance 2) know common financial products and services 3) be able to produce a personal budget that takes account of personal remuneration...
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