hnd金融大综合1新大纲写作教程1-ppt.pptVIP

Financial Services：Graded Unit 1 Common characteristics of reports Having a clear purpose Taking a logical approach Using appropriate language Project stages Planning：week 1-3 （13/05） Developing: week 4-6（03/06） Evaluating: week 7-8（17/06） References Harvard Reference System References should include all sources cited in the report in the list of references, and list those sources that were read, but not used, in the bibliography. Harvard Reference System.ppt Presentation Font size: 12 point font size with 1.5 spacing Font: Times New Roman Margins: Leave top, bottom, left and right margins of 2.54cm (standard default) and number the pages Report structure The report should also include: A title page A contents page A page header with ‘H0Y6 34: Financial Services: Graded Unit 1’ A page footer with the candidate’s name Page numbers Title page This is the first page of the report and should include The title: Report for Duncan and Elaine Name: Student ID: Title of the module: Financial Services: Graded Unit 1 Module Code: H0Y6 34 Module leader: Jing Bai Date of submission: Contents page Contents page: includes brief headings together with the respective page number Case Analysis Read the case and identify the key factors Identify the financial needs of the couple Research: providers and products and services (regarding income growth, insurance and others) Decision criteria Analysis: benefit-needs, comparison, tax and risk implication, service commitments and compensation Solution: providers and products and services 1. Introduction 2. Planning 2.1 Identification of the resources required to carry out the project, ie: — sources of information — procedures to be followed 2.2 Selection, justification and development of a strategy for managing the project, taking into account time management Planning 2.3 How appropriate information will be gathered, eg: — use of internet — visits to providers — mailshot — brochures