financial planning 1

This is an individual assignment and is 10% of your course total. TWO PARTS required to be submitted at the same time in one submission and clearly indicated PART I and PART II on submission. Part 13% Please go visit your local financial institution branch of your choice and have a financial plan done for yourself by a qualified financial planner or banking advisor. Maintain a PDF file as a submis Part II 7% Written summary of minimum 700 words IN YOUR OWN WORDS that explain in your own word to the following questions: 1. How did the advisor conduct the interview? Process, pros and cons What would you do different than the advisor? 2. What was the advisor's credential? Is it a publicly recognized credential such as CFP, PFP or please be specific about the information you gathered. 3. Was the advisor follow the financial planning process and steps? If so, what did you learn from the advisor? Would you do something different from the advisor? 4. What did you learn from the unit 1 to 4 in terms of financial planning process? 5. Do you recommend your friend and family go for financial plan base on your observation? 6. Or what is your honest critics about the planning services provide by the financial institution of your choices, your conclusion of your visit to the bank? This is an individual assignment and is 10% of your course total. TWO PARTS required to be submitted at the same time in one submission and clearly indicated PART I and PART II on submission. Part 13% Please go visit your local financial institution branch of your choice and have a financial plan done for yourself by a qualified financial planner or banking advisor. Maintain a PDF file as a submis Part II 7% Written summary of minimum 700 words IN YOUR OWN WORDS that explain in your own word to the following questions: 1. How did the advisor conduct the interview? Process, pros and cons What would you do different than the advisor? 2. What was the advisor's credential? Is it a publicly recognized credential such as CFP, PFP or please be specific about the information you gathered. 3. Was the advisor follow the financial planning process and steps? If so, what did you learn from the advisor? Would you do something different from the advisor? 4. What did you learn from the unit 1 to 4 in terms of financial planning process? 5. Do you recommend your friend and family go for financial plan base on your observation? 6. Or what is your honest critics about the planning services provide by the financial institution of your choices, your conclusion of your visit to the bank