589 Assign01 - FIN589 Fall 2011 Project 1 Letter of...

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FIN589 Fall 2011 Project 1 Letter of Engagement Due 9/20/2011 Please attach this page on top of your work when submit. Purpose : You are about to meet with a new client. They want you to prepare a comprehensive financial plan. You want them to sign your Letter of Engagement but you are new to the business and don’t have one yet. Requirements: Write a Letter of Engagement. Use the attached sample engagement letter as a starting point. It is NOT complete with some missing elements. You are also required to meet the disclosure requirement by CFP Board in the letter. Please follow the guidelines in Topic 1 slides and the disclosure form the CFP Board recommends at http://www.cfp.net/downloads/Form FPE.doc . Put some thought into how you might like to practice financial planning. Evaluation: Criteria Total Your score 1. Basic structure of the letter 1 3. Cover the basic elements of the letter 5 4. State each element clearly and sufficiently 2 5. Work beyond the requirement (eg. additional relevant information) and critical thinking* 2 Total 10
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589 Assign01 - FIN589 Fall 2011 Project 1 Letter of...

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