Financial Planning superannuation & insurance

Capstone
project — risk protection and superannuation
FP4-1SN4-1 project
Project cover sheet
This document includes:
· student identification
· project declaration
· project instructions
· submission instructions
· project result, result summary and feedback
· project checklist
· project questions (including fact finder
templates, cash flow templates and managed funds calculations).
Student identification (student to complete)
Please complete the fields shaded grey.

Student number

Student name

Telephone number

Project declaration (student to complete)
You must read and acknowledge this declaration:
DECLARATION: The project that I have attached and
submitted is my own work, completed in person by me. I understand that I am not
to give my completed project (or provide a copy of my project) to any person or
organisation other than Kaplan Education Pty Ltd. I also understand the
definition of the terms ‘collusion’ and ‘plagiarism’ and that penalties apply
for ‘collusion’ and/or ‘plagiarism’ as stated in Kaplan Education’s Assessment
Policy and Student Misconduct Policy. The policy is available at:
<.kaplanprofessional.edu.au>www.kaplanprofessional.edu.au>
”
What you need to know ”
Policies

I
have read and acknowledged the declaration above:

This box must be marked for your project to be
accepted for marking. By indicating yes, you agree to the declaration stated
above.
Project preparation instructions
Only Microsoft Office compatible projects
submitted in the template file will be accepted for marking by Kaplan
Professional Education (KPE). PDF projects will not be accepted. Do not
delete/remove any sections of the template.
The project must be COMPLETED before submitting it
to KPE. The maximum file size is 5MB. Once you submit your project for marking
you will be unable to make any further changes to it.
You will have 12 weeks from the date of your
enrolment in this subject to submit your project. Should your project be deemed
‘not yet competent’ you will be give an additional 4 weeks to resubmit your
project.
Your project must be submitted to KPE on or before
your project due date.
Please check KapLearn for the due
date.
Project submission instructions
Please refer to the Project submission instructions (pdf) in the Assessment section of
KapLearn for details on how to submit your project.

Note: Assessors should double-click on the fields
below to select the student’s result.

Project result (assessor to complete)

Result — first submission

Questions that must be re-submitted:

Sections 2, 3 and 4

Result — re-submission (if applicable)

Result summary (assessor to complete)

First
submission

Re-submission
(if required)

Section 1

Section 2

Section 3

Section 4

Section 5

Feedback (assessor to complete)
Please refer to your assignment document for comments. You
are required to amend your paper in accordance with each comment provided for
the sections that require resubmission.
Capstone
project — risk protection and superannuation
FP4-1SN4-1 project
This project contains five sections based on the information provided on your clients, George
and Rebecca Brown, and their family. Complete all sections.
The following checklist is provided as a guide to
ensure you have completed the project requirements.
Project checklist (student to complete)

Step

Action

Completed?

Read the Study Guide
Go to the .kaplearn.edu.au/course/view.php?id=21&section=2″>What
you need to know section and read the advice in the Study
Guide on preparing your project.