You're working as a financial planner for a local firm. You applied for this job after graduating from Lambton College, and were declined due to your lack of experience. Then you worked hard at a bank, obtained your Personal Financial Planner (PFP) designation applied again and got the job. It is your passion to help clients manage the financial aspects of their life, and you enjoy doing it. Sometimes you establish too many relationships, and you run a bit late. Last week you established a relationship with a walk-in client Zack. You promised the client to deliver their financial plan in one week, but unfortunately you are running late. To make sure Zack knows about this issue, you decided to call him, and explain the situation. Also, financial standards council requires you to write a formal letter explaining the reason you are late, and the expected timeframe for finishing this task. You were late due to unexpected developments in the financial markets, and you expect to deliver the full financial plan in 3 business days. Call Zack, and write him a formal letter to resolve this issue. Communication is important in all aspects of life, including businesses. A lot of graduates lack this skill, but that is not the case with you. You learned how to communicate effectively while studying at Lambton College, and now comes the time to apply these skills and help others at your organization. You will utilize the effective oral and written communication to effectively complete the assigned task.

Evaluation: a letter using effective writing communication strategies (2%). Discussing the utilization of effective oral communication strategies to this situation (3%)