HND大综合

1.Planning—Action Plan

Likely resources to be used

I am a bank's investment manager. Our target customers are David and his wife Martha Collins. This is the first phase of the report, including strategy, the main resources and the timing of the project. In this report I will use some resources are as follows : the main research: I will use surveys and observational studies, to David and Martha plan to close the lowest risk profit maximum programme. Secondary research: I will search for online information search, information books, buy a newspaper, the questionnaire survey way, I will also use ( questionnaire in the appendix), then I realized that any customer is old people who are over the age of 70to obtion low risk financial plan. Also researchers to generate a financial plan from 2011 to2013. I have a group, we will have a discussion group. This information can understand the new rate, new product information, some banks, I can with my group to provide the best customer project.

Strategy for carrying out report

Product life cycle is a marketing study, which can help customers know, they can get the maximum profit investment. In the first instance, I will consult by telephone to understand the idea of the David`s and Martha`s in mind and make a household survey. So that they may be more understanding of the financial construction order to understand their needs.

On the one hand, according to their family is saving, pensions and any other expenditure. I will make a list of funds, then analyze and identify the financial risks and other kind of risk like this investment was failed and so on.

Different portfolio based on different stages of lifetime, customers can choose according to their own situation of different products. Group discussion, there are many staff to customer service and we can discuss the best solution for customers

How the project will be managed

I spend 4 months to complete this report and make 3 year plan for them,In this project divided into three parts,planning,developing and evolution.

In the plan I will introduce some basic information, such as the resources and strategies, I will use my report, structure, time for my report, I how to arrange a time to finish my report, and help resources. I will introduce some of the key factors in the situation, summary customer financial demand include deposit, loan demand, protection needs. Suggestions for improvement, potential suppliers, I will list relevant products and services, and benefit-need analysis, comparison between suppliers, for tax position, I'll give you a reason to choose. In the evaluation, an evaluation standard, in this part there is a standard to evaluate the financial planning can help clients to understand my planning more clearly, the changes made to the project than the original plan, and the effectiveness of the process. The last is the conclusion, in which I can ensure that the final financial plan for my clients.

Timescales for project