{"id":4334,"date":"2021-11-16T12:36:18","date_gmt":"2021-11-16T12:36:18","guid":{"rendered":"https:\/\/assignmenttask.com\/answers\/?p=4334"},"modified":"2022-10-13T06:32:39","modified_gmt":"2022-10-13T06:32:39","slug":"fpc007b-financial-planning-behaviour-interview-questionnaire-template","status":"publish","type":"post","link":"https:\/\/assignmenttask.com\/answers\/fpc007b-financial-planning-behaviour-interview-questionnaire-template\/","title":{"rendered":"FPC007B Financial Planning Behaviour Interview Questionnaire Template"},"content":{"rendered":"

Financial Planning Behaviour Interview Questionnaire Template<\/strong><\/h2>\n

Words: 2000<\/b><\/p>\n

 <\/p>\n

Looking for FPC007B Financial Planning Behaviour Interview Questionnaire Template? This FPC007B Financial Planning Behaviour Assignment Questions Solved<\/strong><\/a> by KAPLAN Management Experts at Assignmenttask.com.<\/strong><\/a> We are an assignment help service<\/strong><\/a> brand that can provide any academic assignment help. AssignmentTask.com is backed by 1000+ MBA\/PhD writers who have obtained their degrees from prestigious international universities.<\/p><\/blockquote>\n

\"order

 <\/p>\n

Interview outcomes<\/strong><\/p>\n

The student is required to interview an experienced financial planning professional for the purposes of analysing investor behaviour types and characteristics. In interviewing the financial planning professional, the student needs to delve deeply into a real-life client scenario, asking specific questions relating to the client\u2019s background, problem, behaviours and other issues; how the adviser, other staff and business in general dealt with this situation; and what improvements were implemented to ensure that the situation did not arise again.<\/p>\n

This template is to be used for the express purpose of students interviewing financial planning professionals and recording answers from the interview, and outlining their own thinking, analysis and research to support their assignment.<\/p>\n

Note:<\/em><\/strong> Ensure you have thoroughly read the requirements in Assignment 1<\/strong> before undertaking the interview. This interview must <\/em><\/strong>relate to the key business problem that you identified in your
\nTask submission forum and peer review<\/em><\/p>\n\n\n\n\n
Attended by:<\/strong><\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
Date:<\/strong><\/td>\nClick here to enter a date<\/td>\nTime:<\/strong><\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Questions<\/strong><\/td>\nAnswers and notes<\/strong><\/td>\n<\/tr>\n<\/thead>\n
1.\u00a0\u00a0\u00a0\u00a0\u00a0 Client background\/history<\/strong><\/p>\n

Can you provide the background on the client\u2019s situation (back story) and how it led to this situation?<\/td>\n

<\/td>\n<\/tr>\n
2.\u00a0\u00a0\u00a0\u00a0\u00a0 Outline of the situation<\/strong><\/p>\n

Can you outline the client\u2019s problem, issue or complaint that has arisen with yourself or your firm?<\/p>\n

Who was involved?<\/td>\n

<\/td>\n<\/tr>\n
3.\u00a0\u00a0\u00a0\u00a0\u00a0 Client behaviour<\/strong><\/p>\n

Can you describe the client\u2019s behaviour throughout the situation?<\/td>\n

<\/td>\n<\/tr>\n
4.\u00a0\u00a0\u00a0\u00a0\u00a0 Your own and other employees\u2019 behaviours<\/strong><\/p>\n

How did you feel during this situation?<\/p>\n

Can you describe your own and other staff\u2019s behaviour\/reactions?<\/td>\n

<\/td>\n<\/tr>\n
5.\u00a0\u00a0\u00a0\u00a0\u00a0 Root cause<\/strong><\/p>\n

What do you believe is the root cause of the problem?<\/td>\n

<\/td>\n<\/tr>\n
6.\u00a0\u00a0\u00a0\u00a0\u00a0 Impact<\/strong><\/p>\n

What was the impact on the client from a perception, emotional and financial perspective?<\/td>\n

<\/td>\n<\/tr>\n
7.\u00a0\u00a0\u00a0\u00a0\u00a0 Action<\/strong><\/p>\n

What would you have done differently?<\/td>\n

<\/td>\n<\/tr>\n
8.\u00a0\u00a0\u00a0\u00a0\u00a0 Changes<\/strong><\/p>\n

What changes to staff training, back office\/business processes, client service standards and\/or job roles have been undertaken to reduce the chance of it re\u2011occurring?<\/td>\n

<\/td>\n<\/tr>\n
9.\u00a0\u00a0\u00a0\u00a0\u00a0 Current position<\/strong><\/p>\n

Based on the changes put in place, what is different now?<\/td>\n

<\/td>\n<\/tr>\n
10.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Client outcomes<\/strong><\/p>\n

How do the changes improve client outcomes?<\/td>\n

<\/td>\n<\/tr>\n
11.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Staff outcomes<\/strong><\/p>\n

How do the changes improve the employees\u2019 work environment?<\/td>\n

<\/td>\n<\/tr>\n
12.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 The adviser <\/strong><\/p>\n

How do you feel about the way forward now?<\/td>\n

<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Your reflection<\/strong><\/h3>\n

Record your notes and thoughts below. You are not<\/em><\/strong> required to submit the below reflection. This is a tool to assist you to analyse and prepare for your assignment. You must<\/em><\/strong> however submit the completed questionnaire above for your two(2) interviews.<\/p>\n

 <\/p>\n

What are your thoughts in relation to the problem?<\/strong><\/p>\n\n\n\n
–<\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

What would you have done differently?<\/strong><\/p>\n\n\n\n
–<\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Analyse the client\u2019s behaviour in the situation and relate this to the concepts\/theory.<\/strong><\/p>\n\n\n\n
–<\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Analyse the adviser\u2019s behaviour in the situation and relate this to the concepts\/theory.<\/strong><\/p>\n\n\n\n
–<\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Do you believe that the business has gone far enough to improve the situation?<\/strong><\/p>\n\n\n\n
–<\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

What else do they need to do to ensure that the adviser meets their client\u2019s expectations?<\/strong><\/p>\n\n\n\n
–<\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

 <\/p>\n

For REF… Use: #getanswers2001796<\/span><\/strong><\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Financial Planning Behaviour Interview Questionnaire Template Words: 2000   Looking for FPC007B Financial Planning Behaviour Interview Questionnaire Template? This FPC007B Financial Planning Behaviour Assignment Questions Solved by KAPLAN Management Experts at Assignmenttask.com. We are an assignment help service brand that can provide any academic assignment help. AssignmentTask.com is backed by 1000+ MBA\/PhD writers who have obtained their degrees from prestigious international universities.   Interview outcomes The student is required to interview an experienced financial planning professional for the purposes of analysing investor behaviour types and characteristics. In interviewing the financial planning professional, the student needs to delve deeply into a Read More …<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6413],"tags":[6418,6419,6415,6414,6417,6416,6421,6420],"_links":{"self":[{"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/posts\/4334"}],"collection":[{"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/comments?post=4334"}],"version-history":[{"count":2,"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/posts\/4334\/revisions"}],"predecessor-version":[{"id":4336,"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/posts\/4334\/revisions\/4336"}],"wp:attachment":[{"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/media?parent=4334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/categories?post=4334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assignmenttask.com\/answers\/wp-json\/wp\/v2\/tags?post=4334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}