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The Financial Plan Assignment is all about you, your aspirations and your plan for achieving your life objectives. It involves developing a comprehensive financial plan for the rest of your life. It is one of the most useful assignments that you will undertake at university. Each section of your financial plan provides you with the opportunity to reflect deeply on the theory covered in the course and to make practical, specific and detailed application of that theory to your expected future life stages. You should work on your financial plan gradually during the term as you cover each Unit.

This is an individual assignment. Either copying the work of another student or basing your financial plan from another student's work is academic misconduct and will result in a fail grade being awarded for this course.


The objective of this assignment is to help you to develop a detailed financial plan that will act as a roadmap for the rest of your life. It also provides you with an opportunity to reflect on the theory covered in each Unit and to think about how to practically apply that theory to your current and expected future situation.

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