Question 1 – Develop an awareness of the client situation (a) List five (5) topics you would discuss with Sarah and Stan at your first meeting. Why are these topics important? Give a brief reason for the need to discuss each topic. (Each discussion topic: 1 mark each ‚ Reason: 1 mark each) 10 marks 1. Personal Details As a financial planning organisation we are subject to certain legislative and regulatory requirements which necessitate us to obtain personal information about Sarah
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PROJECT REPORT ON ANANYSIS OF MUTUAL FUNDS AT SUBMITTED BY: Sushil Goyal MeBA- 72 (2008-2010) INDIAN INSTITUTE OF e-BUSINESS MANAGEMENT Wakad Pune 1 PREFACE For any management course‚ summer training is essential and important part of curriculum of MBA degree. It is an exposure to corporate environment and help MBA aspirants to get acquainted with organizational norms‚ procedure‚ practices‚ ethics‚ and culture. It also gives an insight of actual functioning of the organization
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The Public Service Alliance of Canada (PSAC) has been active for fifty years‚ and through this time has strived to achieve the current goals of its members. As a union PSAC represents over 170‚000 workers across Canada‚ and through this representation fights for rights‚ wages‚ working conditions and benefits. In order to remain informed and current PSAC must listen to its member’s ideas and complaints‚ and take into account the many changes in society and the workplace as our nation evolves. As the
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MADD Canada In the early 1980’s provincial anti-drinking and driving groups started to appear in Canada. The people who started these groups were victims and survivors who wanted to inform and educate about the tragedies that were caused by drinking and driving. The people who started these groups include Sally Gribble (PRIDE in B.C.)‚ Gladys Armstrong and Pat Baril (PAID in Alberta)‚ Margaret Taylor (CAID in Manitoba)‚ and PRIDE (People to Reduce Impaired Driving Everywhere) which is the organization
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Support Clients to make use of the advice and guidance service When conducting an IAG interview it is vital as an advisor that I am able to clarify the client’s requirements and circumstances in order to agree with them the best course of action to help them achieve their goals or to be able to signpost them to other external organisations and charities. Most clients I give advice and guidance to are jobseekers aged between 18 and 60 or those who are at risk of redundancy. All of my clients have
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Study of working of mutual fund & identify the various factors considered by the customer while going for investment in Mutual Fund A report submitted towards the partial fulfillment of the requirements of the two years full-time MBA Under the Supervision of Mrs. Yashika Aggarwal Faculty LMTSOM Submitted by Sumit Gandhi MBA (Manufacturing) Roll No: 50702045 [2007-09] [LM THAPAR SCHOOL OF MANAGEMNT] Table of content TOPIC EXECUTIVE SUMMARY ABSTRACT LIST OF FIGURE ACKNOWLEDGEMENT
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YWCA Canada is the oldest‚ as well as the most significant multi-service organization that helps women. It covers over 300 communities in entire Canada and is amongst the turning point program for Canadian women. The central office of the organization is located in Toronto On‚ 104 Edward St. It has helped over 400‚000 women and girls living in 2 Canadian Territories and nine provinces. In average‚ YWCA Canada serves a total number of 25‚000 people per year‚ comprising of children‚ teen girls‚ and
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CHAPTER-1 INTRODUCTION Finance may be defined as the art and science of managing money. The major areas of finance are: (1) Financial services and (2) Managerial finance/corporate finance/financial management. While financial services is concerned with the design and delivery of advice and financial products to individuals‚ business and governments within the areas of banking and related institutions‚ personal financial planning‚ investments ‚real estate‚ insurance and so on‚ financial management
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Management and IT SIKAR (RAJ.) Executive summary A mutual fund is a fund in which an investor ’s money is combined with the money of many other investors. The total amount of money is invested by a professional manager according to the specific mutual fund ’s investment objective. Each investor holds a share of the total fund‚ and is entitled to a portion of the profits of the fund (and‚ of course‚ would share in any investment losses). Life is full of surprises‚ some pleasant and some not so pleasant
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As social service professionals we will come across many clients from all walks of life that unfortunately are facing so many problems. Many people experience hardship and they just simply need help. As a professional in this field our work is to help our clients with whatever needs they may have at that time. The ultimate and main goal is to help the client become self-sufficient. Help them learn new skills as well as provide referrals to resources when needed. The job is to help provide the clients
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