Assignment Problem:
Read the case of Jillian Whitmore, Financial Planner.
Use the CFP Code of Ethics as a guide to identify, discuss, and explain where and when Jillian Whitmore has properly followed the Financial Planning Standards Council (FPSC) Code of Ethics.
Clearly identify which principle(s) Jillian has adhered to or ignored/violated. For each instance where Jillian has ignored or failed to follow a principle, make suggestions as to how Jillian should have acted and the subsequent suggested course of action she should undertake.
Assignment 3 should be prepared in the form of a business report. Your grade will be based on the following marks distribution.
- 40 marks for identifying principles
- 50 marks for suggestions and corrective action required
- 10 marks for presentation: grammar, spelling, structure, and visual appearance of your report.
This assignment shall be at least 1,300 words in length and not more than 1,600 words. The word count does not include the title page, or reference list. All sources must be acknowledged in the reference list.
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Attachment:- Case study of Jillian Whitmore-Financial Planner.rar