You own a Financial Planning Services Firm (NQ Alumni FP Firm) You hear that NorQuest College wants to create a resource for their business students that would walk them through the typical sales process of a financial planner meeting a client. They would like to hire a firm to develop this resource and they have asked you to develop the RFP for this resource booklet.

In order to do this, you need to consider the timeline and the needs of NorQuest College. What experience and skills the financial planning firm that wins the bid would need to have AND what the scope of the work would include (meaning: what would be in the resource booklet)

Create a one page RFP for this project see samples on the NorQuest.bidsandtenders.ca website. The RFP should include:

Details of when it is open, closed and how it will be submitted.

Overview of the Project

Scope of the work/Deliverables

Submission Requirements

Experience/Insurance/Licenses

Cost/Price of the Bid

Evaluation Criteria

Create a one-page Bid Proposal for this project if you were a firm bidding on the project. SELL me on your ability to WIN the bid.

Provide two point analysis of what ethical issues would be encountered if the firm that created the RFP for NorQuest helped others to submit bids. 1. What Ethical issues are there 2. How does the Financial Planning Standards Code of Ethics guide you in the ethical issues