you are working as a financial adviser either in your own business or as part of a larger organisation. You will be asked by your AFSL to produce a Financial Services Introduction Sheet tailored for a new staff member who is commencing work at your organisation in a financial support role but who has little understanding and/or knowledge of the industry. The Introduction has 3 sections. (a) Present a summary of the key economic and political factors (minimum 2) currently impacting or having the potential to impact on the financial services industry. You should include reference to (as a minimum): * interest rates exchange rates inflation government monetary and fiscal policies (b) Present a summary of financial advisory functions including: the role of the representative/adviser * participants in the advisory services market including those providing advice regarding: o Derivatives o Life Insurance o Securities o Managed Investments * roles played by intermediaries and issuers trustees appointment, duties and responsibilities (c) Present a summary of the types of financial investment products available including: the concept of a financial product general definition * specific inclusions and exclusions types of financial investment products
you are working as a financial adviser either in your own business or as part of a larger organisation. You will be asked by your AFSL to produce a Financial Services Introduction Sheet tailored for a new staff member who is commencing work at your organisation in a financial support role but who has little understanding and/or knowledge of the industry. The Introduction has 3 sections. (a) Present a summary of the key economic and political factors (minimum 2) currently impacting or having the potential to impact on the financial services industry. You should include reference to (as a minimum): * interest rates exchange rates inflation government monetary and fiscal policies (b) Present a summary of financial advisory functions including: the role of the representative/adviser * participants in the advisory services market including those providing advice regarding: o Derivatives o Life Insurance o Securities o Managed Investments * roles played by intermediaries and issuers trustees appointment, duties and responsibilities (c) Present a summary of the types of financial investment products available including: the concept of a financial product general definition * specific inclusions and exclusions types of financial investment products
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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Transcribed Image Text:you are working as a financial adviser either in your own business or as part of a larger organisation. You will be asked by your AFSL to
produce a Financial Services Introduction Sheet tailored for a new staff member who is commencing work at your organisation in a
financial support role but who has little understanding and/or knowledge of the industry. The Introduction has 3 sections. (a) Present a
summary of the key economic and political factors (minimum 2) currently impacting or having the potential to impact on the financial
services industry. You should include reference to (as a minimum): * interest rates exchange rates inflation government monetary
and fiscal policies (b) Present a summary of financial advisory functions including: the role of the representative/adviser * participants
in the advisory services market including those providing advice regarding: o Derivatives o Life Insurance o Securities o Managed
Investments * roles played by intermediaries and issuers trustees appointment, duties and responsibilities (c) Present a summary of
the types of financial investment products available including: the concept of a financial product general definition * specific
inclusions and exclusions types of financial investment products
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