Develop a Financial Plan Assignment

Task 1    
 1.0 Establish actions, timings and priorities needed to implement
Once the final financial plan has been completed and your clients have signed an Authority to Proceed, the next step in the financial services advice process is to establish actions, timings and priorities needed to implement the financial plan. 
 

This will require:

• Implementation actions to be established which are consistent with client needs and specifications,
• Individual implementation actions, including timing and priorities designed to maximise advantage to the client, to be established,
• Implementation actions to be clearly identified and written agreement to actions from the client obtained, and
• Implementation diaries and other appropriate records to be established and entries made.
• Please type your answers to the following questions in the space provided.

 Task 1.2
Now that you have developed a detailed Implementation Plan, it is important to get client authorisation and involvement in the implementation process.
In this task, you are required to prepare a letter to your clients, referring to the Implementation Plan and requesting that they:

• Authorise the actions to be undertaken the Implementation Plan, 
• Undertake any tasks assigned to them in the Implementation Plan, 
• Sign and return the attached Investment Savings Bond Application form, and
• Schedule client review dates

The letter should be copied (cc’d) to any other personnel who have responsibility for implementing any actions identified in the Implementation Plan.
To assist the clients with completing the required documents, please complete the attached Investment Savings Bond Application form, and request they sign it.  If you are unable to complete the form by typing the information in, then please print it up, complete by hand and forward back with your letter.
You should note that the letter you submit will be assessed using the criteria detailed below.