Business & finance – financial markets value proposition assignment

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.

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.

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 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.

· 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

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