assignment brief
Assignment front sheet
Learner name Assessor name
Natasha Rorke
Date issued
Completion date
Submitted on w/c beginning 9/9/13 On a task-by-task basis On a task-by-task basis
Qualification
Unit number and title BTEC First Diploma Business Unit 20 Managing personal finances
Assignment title
Unit 20 Managing personal finances Assignment 1 of 1
In this assessment you will have opportunities to provide evidence against the following criteria.
Indicate the page numbers where the evidence can be found.
Criteria reference
To achieve the criteria the evidence must show that the student is able to:
Task no.
Page numbers
P1
Outline ways of managing personal financial planning and accurate record keeping
1
P2
Identify sources of advice for ways of managing financial products and services
2a
P3
Describe financial products and services appropriate to self
2b
P4
Construct a personal budget that takes account of personal remuneration and expenditure 3a
M1
Explain the reasons for budgetary decisions
3b
M2
Analyse the different features of financial products and services relating to current and savings accounts.
2c
D1
Justify reasons for financial planning decisions.
3c
Learner declaration
I certify that the work submitted for this assignment is my own and research sources are fully acknowledged.
Learner signature: Date:
Assignment brief
Unit number and title
Unit 20 Managing personal finances
Qualification
BTEC First Diploma Business
Start date w/c beginning 09/09/13
Deadline
On a task-by-task basis
Assessor
Natasha Rorke
Assignment title
Assignment 1 of 1 Personal finance
The purpose of this assignment is to: enable learners to 1) know ways to manage personal finance 2) know common financial products and services 3) be able to produce a personal budget that takes account of personal remuneration
Learner name Assessor name
Natasha Rorke
Date issued
Completion date
Submitted on w/c beginning 9/9/13 On a task-by-task basis On a task-by-task basis
Qualification
Unit number and title BTEC First Diploma Business Unit 20 Managing personal finances
Assignment title
Unit 20 Managing personal finances Assignment 1 of 1
In this assessment you will have opportunities to provide evidence against the following criteria.
Indicate the page numbers where the evidence can be found.
Criteria reference
To achieve the criteria the evidence must show that the student is able to:
Task no.
Page numbers
P1
Outline ways of managing personal financial planning and accurate record keeping
1
P2
Identify sources of advice for ways of managing financial products and services
2a
P3
Describe financial products and services appropriate to self
2b
P4
Construct a personal budget that takes account of personal remuneration and expenditure 3a
M1
Explain the reasons for budgetary decisions
3b
M2
Analyse the different features of financial products and services relating to current and savings accounts.
2c
D1
Justify reasons for financial planning decisions.
3c
Learner declaration
I certify that the work submitted for this assignment is my own and research sources are fully acknowledged.
Learner signature: Date:
Assignment brief
Unit number and title
Unit 20 Managing personal finances
Qualification
BTEC First Diploma Business
Start date w/c beginning 09/09/13
Deadline
On a task-by-task basis
Assessor
Natasha Rorke
Assignment title
Assignment 1 of 1 Personal finance
The purpose of this assignment is to: enable learners to 1) know ways to manage personal finance 2) know common financial products and services 3) be able to produce a personal budget that takes account of personal remuneration