代写 FINANCIAL PLANNING AND THE PROFESSION
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代写 FINANCIAL PLANNING AND THE PROFESSION
Individual Presentation Proposal
Topic Section: FINANCIAL PLANNING AND THE PROFESSION
My Research Topic Why people need financial advice service and how to provide a good quality financial advice service to be the profession?
Resources
I will start my research according to the Financial Advisor Research Reference that was posed on Moodle.
I believed that 3 references should be used to apply in my research from the list Financial Advisor Research Reference.
Which are:
Australian Securities and Investments Commission (ASIC), 2012. Report 279 Shadow shopping study of retirement advice. ASIC.
ANZ, 2011.Survey of adult financial literacy in Australia. ANZ.
Egan, Mark and Matvos, Gregor and Seru, Amit, The Market for Financial Adviser Misconduct (March 1, 2016). Available at SSRN: http://ssrn.com/abstract=2739170 or http://dx.doi.org/10.2139/ssrn.2739170
代写 FINANCIAL PLANNING AND THE PROFESSION
Questions
1: What can we find from the 2011 adult financial literacy ANZ report to indicate that the current level of adult financial literacy through the data? Does the result demonstrate that people need financial advice service in daily life?
2: ASIC’s shadow shopping research will help to understand the current level of quality of advice and also the customer satisfy level of financial advise service through the data analyzing in the article. The feedback will indicate the issues in recent financial advice service, which we need to focus on to solve and improve. Point out the issues of current financial advises service.
3: How to improve the quality of advice to achieve a better customer experience
4: Even though we are working hard on improving the quality of financial advice service, we still need to face the financial advisor misconduct problem. What is the misconduct? As a financial advisor, how to avoid misconduct in the service?
I believed that the questions can be answered the research topic and also reflect the section topic. I will also link the weekly in-class knowledge to add to my research to achieve the goals of presentation.
代写 FINANCIAL PLANNING AND THE PROFESSION