1. A review of the client current financial context should include your analysis of clients background, financial objectives, risk preferences, and expected outcomes of his/her financial planning exercise 10 marks

1. Your identification of key wealth management products that are suitable and appropriate for the client. Why do you think these products are right for him/her (A side of A4 plus 2 power-point slides should be presented for formative assessment then appended to your final report) 20 marks

1. Construction of a portfolio suitable for the client using products already selected by you, and/or cash plus other investments, stating proposed allocation of wealth among them. A detailed analysis of portfolio risk and expected returns under various market scenarios 20 marks

Discuss other elements that may be important in decision making e.g. various tax considerations, estate planning, liquidity needs etc. Write a piece of critical thinking explaining why your advice may turn out to be ineffective, especially given black-swan event like Covid-19. Talk about how you wish to handle these in your suggestions, including rebalancing, if any. Refer to relevant research and cite journal articles to support your thinking 20 marks