Business & Finance - Financial markets Value proposition assignment

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FIP509 Value Proposition Assignment

Assignment Description

Engaging prospective clients is one of the most important skills that a financial planner can possess. After all, without the ability to engage prospective clients, one will find it difficult to transition prospective clients into actual clients.

This assignment focuses on your ability to deliver your financial planning value proposition to motivate an individual to engage in further discussion with you so that you can both determine if you should enter into a financial planning relationship.

Assignment Requirement

A financial planner’s value proposition focuses on the financial planner’s personal brand by sharing with the prospective client why they should engage that particular financial planner.

Imagine that you have met an individual at a local professional networking event and they ask you “what do you do for a living?” Using that backdrop, present your personal and unique value proposition to the individual. Prepare a video of you presenting your value proposition. Your value proposition will be graded for the following elements:

Criterion

Description

Marks

Engagement

Presenter engages audience using appropriate:

· Professional appearance

· Body language (posture, movement, gestures, eye contact)

· Voice (speed, tone)

· Verbal language (layperson terms, not jargon)

· Time (30 seconds or less)

· Flow (logical and easy to understand sequence)

Content

Content includes:

· The type of clients that the financial planner services (Target)

· What the financial planner does and how the prospective client will benefit from working with the planner (Value)

Motivation

Presentation motivates prospective client to further engage in discussion with the financial planner.

TOTAL

15

Submitting Your Assignment

Please upload your video to YouTube (ensuring that the privacy setting is UNLISTED). Submit the YouTube link for your video to the assignment submission portal on the course website.

Due Date

Your video should be submitted through the course portal by the due date shown on the course addendum.

If you are unable to meet the deadline for this assignment, please reach out to your professor as soon as possible to discuss alternative arrangements.

Assignments submitted late without an appropriate reason will face a 1% per hour deduction.

Weighting of Final Grade

The assignment will count for 10% of your final grade.

Use of Technology

This assignment requires you to use technology to video record yourself presenting your value proposition.

Many students choose to use their cell phones to make their video. If you do so, please ensure that your video and audio are clear enough for me to see and hear your presentation. If you do not have a video recording device, you may use Seneca College’s Sandbox space to record your video or obtain a loaned piece of video recording equipment from the Seneca College Information Technology Services team.

Privacy Commitment

Your video will only be used by me, as your professor, in the process of evaluating your ability to meet the requirements of this assignment. It will not be shared with any other person without your consent.

Academic Integrity

Seneca upholds a learning community that values academic integrity, honesty, fairness, trust, respect, responsibility and courage. These values enhance Seneca’s commitment to students by delivering high-quality education and teaching excellence, while supporting a positive learning environment.

Seneca’s Academic Integrity Policy, which is available at senecacollege.ca/about/policies/academic-integrity-policy.html is always in effect.

By completing this assignment, you are indicating that you are fully aware of the Academic Integrity Policy and are adhering to it. Should your assignment appear to contravene Seneca College’s Academic Policy, it will be referred to an Academic Integrity Committee, who will be responsible for investigating the matter and determining the appropriate outcome.

Infractions of the Academic Integrity Policy that students have committed in the past while completing this assessment include, but are not limited to:

· Cheating by copying parts of the assignment from another.

· Plagiarizing by using another’s work without appropriately citing its use.

· Completing the assessment for another individual.

· Falsifying a reason or document to obtain an extension on the assignment.

Students who have been found guilty of such offences have advised Seneca College that they wished they had remained vigilant about their actions and refrained from engaging in behaviours that jeopardized their reputation and success at Seneca College.

FIP509 Value Proposition Assignment

Last Updated September 1, 2021