ACCT2285 Feedback Sheet Major/Final Assignment
ACCT2285 Feedback Sheet Major/Final Assignment
INCOMPLETE/POOR BASIC/DEVELOPING COMPETENT ADVANCED
GENERAL
No/poor attempt to include various analysis tools i.e., has not used at least smart money chart; does not justify the need for clients goals and objectives analysis; unclear argument; poor link between selected product and risk profile. Some attempt to analyze/present a case for product selection and risk management. However, has not used at least smart money chart; does not justify the need for clients goals and objectives analysis; unclear argument; poor link between selected product and risk profile; argument is unclear; irrelevant information is presented. Client investment plan is analyzed and presented well. A good case for product selection and risk management is given (especially in terms of smart money chart; justifying the need for clients goals and objectives analysis). Information provided is relevant to the research question. Some minor flaws (e.g., some aspects are unclear). Excellent case is given for the clients investment plan. The overall analysis is excellently linked. A strong case for product selection and risk management is presented (especially in terms of smart money chart; justifying the need for clients goals and objectives analysis). Information provided is relevant to the product selection and advice given.
GOALS, OBJECTIVES AND RISK PROFILE Clients goals and objectives have not been sufficiently discussed.
Clients goals and objectives have been identified but not well elaborated. Clients goals and objectives have been sufficiently discussed and supporting statistics provided. Clients goals and objectives have been sufficiently discussed, supporting statistics provided, comparisons drawn, and specific reference to future goals has been made.
RECOMMENDATIONS No major recommendations identified and discussed. Major recommendations are provided but not linked to clients risk profile.
Major recommendations are provided and also linked to clients risk profile. These recommendations are not only identified but comparisons have been articulated. Major recommendations are provided, and well linked to the clients risk profile. These recommendations are not only identified but comparisons have been articulated well, and all scenarios are supported by well-presented statistics and information.
PRODUCT RECOMMENDATIONS AND SELECTIONS No or poorly outlined product recommendations and selections (e.g., risk profile, product selection, asset allocation, how they can accelerate growth etc.). Product recommendations and selections are mentioned but could be more explicitly discussed (e.g., risk profile, product selection, asset allocation, how they can accelerate growth etc.). Product recommendations and selection are competently discussed (e.g., risk profile, product selection, asset allocation, how they can accelerate growth etc.). Product recommendations, and selections are confidently discussed (e.g., risk profile, product selection, asset allocation, how they can accelerate growth etc.) and, subsequently, the logical arguments as to why these selections are made are clearly signposted.
USE OF MONEY SMART AND/OR OTHER CALCULATORS (Evidence) Insufficient Money Smart Charts and calculations used. Minimum calculations and charts used, but the relevance and calculations of some are ambiguous. Money smart charts and calculations have been used and all are relevant to the analysis. Gaps in the analysis and the links between charts and arguments provided. Well-presented money smart charts and calculations have been used and all are highly relevant to the analysis. No gaps in the analysis. The links between charts and analytical arguments are well outlined.
WRITING STYLE Consistent and significant errors detract from the readability of this assignment.
Over or under the required word count. While the writing style generally gets the content across, clumsiness of expression or errors limit effective communication. Predominantly error-free, the writing style is clear and fluent. The writing generally does justice to the content. The writing style is clear, concise and fluent. An advanced academic writing style is evident, which significantly enhances the quality of this assignment.
Grade: FAIL PASS CREDIT DISTINCTION HIGH DISTINCTION
Mark: 0-18 19-24 25-25 29-33 34-40
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