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FINS5510 – Personal Financial Planning Adviser Engagement Assignment

FINS5510 – Personal Financial Planning

Adviser Engagement Assignment

Andrew Hingston – Term 2, 2025

Contents

  1. Overview
  2. Weight
  3. Backup Your Work
  4. Late Penalties
  5. Special Consideration
  6. No Short Extensions
  7. Individual Assessment
  8. No Artificial Intelligence
  9. Template
  10. Formatting
  11. Exporting to PDF
  12. Videos
  13. Questions
  14. Word Limit
  15. Writing Style
  16. References and Citations
  17. File Size
  18. Submission
  19. Assessment Criteria
  20. Marking Rubric
  21. Grade and Feedback
  22. Review of Results
  23. Software

1. Overview

  • Assignment Due Date: 1pm Friday Week 8 (25 July 2025)
  • Results Released: 5pm Friday Week 10 (8 August 2025)
  • All times are based on Sydney time.

This assessment evaluates your ability to identify best practices in client engagement and financial advice delivery. It involves watching videos of one adviser (Tristan or Jeremy) and answering two questions based on their interactions.

2. Weight

This assignment is worth 20% of the total course assessment.

3. Backup Your Work

  • Write your assignment gradually.
  • Create regular backups using USB, OneDrive (UNSW provides free access), Dropbox, etc.
  • Technical issues do not constitute grounds for special consideration.

4. Late Penalties

  • Penalty: 5% per day (including weekends).
  • Maximum delay accepted: 5 days after the deadline.
  • Example: A score of 70/100 submitted 2 days late becomes 60/100.

5. Special Consideration

  • Granted only in exceptional cases.
  • Max extension: 7 days.
  • Submit the application within 3 working days of the due date.
  • Apply at: https://student.unsw.edu.au/special-consideration

6. No Short Extensions

This task is not eligible for short extensions without documentation.

7. Individual Assessment

  • All work must be your own.
  • AI-generated content is not allowed (except for grammar/spelling or translation).
  • Misconduct includes copying, paraphrasing, or sharing assignments.

8. No Artificial Intelligence

Use of AI tools (e.g., ChatGPT) is not permitted except for:

  • Translating to/from English (e.g., Google Translate).
  • Correcting grammar/spelling (e.g., Grammarly).

9. Template

Use the Microsoft Word Template provided in the ‘Adviser Engagement’ section.

10. Formatting

  • Font: Arial (PC) or Helvetica (Mac); Times New Roman permitted for students with dyslexia.
  • Font size: 11pt
  • Line spacing: 1.08 (default in template)
  • File format: PDF
  • Filename format: zID Adviser Engagement.pdf (e.g., z1234567 Adviser Engagement.pdf)

11. Exporting to PDF

Steps in Word:

  1. File > Export
  2. Create PDF/XPS
  3. Check name/location
  4. Click Publish

12. Videos

  • Choose one adviser: Tristan Scifo or Jeremy Chiel
  • Use examples from both for higher marks.
  • Videos are on YouTube (see course website).
  • Bonus videos: Alexander Pan (industry compliance officer)

13. Questions

Question 1 (50 Marks)

Give examples where the adviser helped the client:

  • Understand their situation
  • Articulate goals
  • Identify strategies

Why are these actions important in the financial planning process?

Question 2 (50 Marks)

Respond to the statement:
“I don’t need a financial adviser. I’m good at managing money.”
Using video examples, explain the benefits of financial advice for someone aged 50.

14. Word Limit

  • No fixed limit, but 1,000–2,000 words expected.
  • Divide roughly equally between both questions.
  • You may write more if desired.

15. Writing Style

  • Use report-style writing: headings, bullet points, tables/diagrams.
  • Use headings: Question 1 and Question 2

16. References and Citations

  • Video citations: (Adviser Name mm:ss), e.g., (Jeremy Chiel 10:15)
  • Lecture slides: Informal citation by unit title and slide number
  • External sources: Harvard, APA, or Oxford style acceptable
  • Reference examples:
    • Domain Property Group, accessed 8 May 2025, https://www.domain.com.au

More guides:

  • Harvard: https://student.unsw.edu.au/harvard-referencing
  • Oxford: https://student.unsw.edu.au/footnote-bibliography-or-oxford-referencing-system
  • APA: https://student.unsw.edu.au/how-cite-references-apa-style

17. File Size

  • Max: 40MB
  • Resize high-resolution images if needed.
  • Guide: https://support.office.com/…/reduce-the-file-size…

18. Submission

  • Submit on the course website under ‘Adviser Engagement’.
  • TurnItIn check runs once, at the deadline.
  • You may resubmit any time before the deadline.
  • After deadline: Email if you submitted the wrong file (late penalties apply).
  • File type: PDF

19. Assessment Criteria

Criteria Description
Conformity – Used correct template, filename, PDF format, section headings- Penalties: 5 marks for each non-conformity
Analysis (40%) – Quality of arguments and sophistication- Application of course theory- Integration of own research
Examples (40%) – Use of adviser video examples- Breadth and relevance- Clear connection to analysis
Clarity (20%) – Expression, structure, grammar- Flow of ideas and logic

20. Marking Rubric

Criteria High Distinction Distinction Credit Pass Fail
Analysis (40%) Sophisticated, theory-rich Very detailed with theory Detailed, some theory Basic, generally correct Inadequate or incorrect
Examples (40%) Extensive from both advisers, strong links Detailed from both advisers Detailed from one adviser Some examples, some links Rare, weak links
Clarity (20%) Elegant, flawless Very clear, logical Clear, structured Adequate Unclear, disjointed

Penalties may apply based on Conformity, Late Submission, or Academic Misconduct.

21. Grade and Feedback

  • Released on the course site at the date indicated.
  • Access via ‘Grades’ or ‘Adviser Engagement Grades and Feedback’.
  • Feedback includes a grade and brief comments.

22. Review of Results

Process:

  1. Read feedback and rubric.
  2. Wait 24 hours before raising concerns.
  3. Email your grade screenshot and specific query to: a.hingston@unsw.edu.au
  4. Request must be within 1–7 days of result release.

Note: Result may increase or decrease upon review.

Not valid reasons for review:

  • Lack of time
  • Other assignments
  • Financial/visa worries
  • Peer grades
  • Need to boost WAM

23. Software

  • Use Microsoft Word + export to PDF
  • Access full Office 365 (up to 15 devices):
    1. Go to: https://login.microsoftonline.com
    2. Log in: zID@ad.unsw.edu.au
    3. Click Install apps > Office 365 apps

Linux users may use:

  • Uni labs
  • Compatible word processor
  • Google Docs (export to Word)

Let me know if you need this structured as a downloadable PDF or Word file.

FINS5510 – Personal Financial Planning Adviser Engagement Assignment
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