The signature assignment is for you to come up with a case study that describes a financial situation that is based on your own experience or experiences of your friends or family or it could be a completely fictitious one and then proposing a financial plan for that situation. Think of it as you being the financial planner advising your client with the financial situation you have made up. I have posted a template with instructions and sections you would need to fill out. I have also posted one example of a full case study with cashflow statements, balance sheet etc. I have posted another example for a case study narrative (description of situation). Please go though these examples and the template before attempting to write the case study.
The idea here is to apply what you have learnt to your own situation or your family/friends or a hypothetical situation (if you find that more interesting). This will give you a practical sense for what a financial plan should look like and what are all the aspects to think about. If you do this with care, you could make this out to be a financial plan for yourself.
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