Unit Name: Financial Services: Graded Unit 1
Unit Code: H0Y6 34
Stage 1 Planning
WX ➕ AYi-Studios
Table of Contents
1.1 Introduction
In the head of this report, I will make a lf-introduction.Duncan Kennedy, I am an official journalist of financial column of a newspaper office.I have read your letter and understand your needs.I will choo duty-free items or low tax rate items for you.
1.2 Strategy for carrying out project
First, I would primarily introduce the process of execute the financial analysis project in detail. And there is a strategy I will plan for completing the whole project. It is divided into three major steps, which is plan, execute and evaluate.The first step is to make a plan and time table.The next step is to find the items and ek various relevant information and collect available information from some different types companies’ official website on the Internet.Through comparative analysis and tax computation, I would consider many factors and choo the low-risk financial products for you.
1.3 Sources of information and procedures
1.3.1 Sources of information
Primarily,I will introduces three main approaches for eking and collecting available information or statistics effectively.
The first approach is to u the Internet to rearch.The advantage of using the internet is that you can easily find the information,and it is convenient.The disadvantage is that I d
on’t know whether it is true or not.Through the Internet, I am able to ek out a wide range of information of financial management products.
The cond approach is to have a face-to-face counling.The advantage of having an interview is that through face-to-face counling,I can deeply understand the information.The disadvantage is that sometimes,I can not make an appointment with the managers and advirs.Through interviewing, I can find out a wide range of information and professional financial knowledge.
The next approach is to consult a number of relevant books and brochures in the library. The advantage of reading the brochures is that the information is
realistic and available.The disadvantage is that some information has been out of date.Through reading the brochures,I will know more about the policy and regulation of law on some certain financial products.
The last approach is to nd a mail.The advantage of nding mail is that I can receive th
e detailed description.The disadvantage is that I don’t know whether he will write back or not.Through the mail,I can find out a wide range of information of financial management products.
1.3.2 Procedure
First of all,I will u the Internet to rearch.After that, I will consult a number of relevant books and brochures in the library.The next step is to nd a mail to the provider and make an appointment.In the meantime,I will ask him for some uful information.After receiving the information,I will have an interview with a professional financial advir.
