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    FIP509 Value Proposition Assignment

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    Srushti Raj
    The document describes an assignment for a financial planning course where students must create a video presenting their unique value proposition to prospective clients in 30 seconds or less. It will be graded on engagement, content addressing the planner's target clients and benefits, and motivation of the client to further discuss working with the planner.

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    FIP509 Value Proposition Assignment

    Uploaded by

    Srushti Raj
    33 views2 pages
    The document describes an assignment for a financial planning course where students must create a video presenting their unique value proposition to prospective clients in 30 seconds or less. It will be graded on engagement, content addressing the planner's target clients and benefits, and motivation of the client to further discuss working with the planner.

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    The document describes an assignment for a financial planning course where students must create a video presenting their unique value proposition to prospective clients in 30 seconds or less. It will be graded on engagement, content addressing the planner's target clients and benefits, and motivation of the client to further discuss working with the planner.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    33 views2 pages

    FIP509 Value Proposition Assignment

    Uploaded by

    Srushti Raj
    The document describes an assignment for a financial planning course where students must create a video presenting their unique value proposition to prospective clients in 30 seconds or less. It will be graded on engagement, content addressing the planner's target clients and benefits, and motivation of the client to further discuss working with the planner.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    FIP509 Value Proposition Assignment

    Assignment Description
    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.
    Assignment Requirement
    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.
    Imagine that you have met an individual at a local professional networking event and they ask
    you “what do you do for a living?” Using that backdrop, present your personal and unique value
    proposition to the individual. Prepare a video of you presenting your value proposition. Your
    value proposition will be graded for the following elements:

    Criterion Description Marks


    Engagement Presenter engages audience using appropriate:
    ▪ Professional appearance
    ▪ Body language (posture, movement, gestures, eye contact)
    ▪ Voice (speed, tone)
    ▪ Verbal language (layperson terms, not jargon)
    ▪ Time (30 seconds or less)
    ▪ Flow (logical and easy to understand sequence)
    Content Content includes:
    ▪ The type of clients that the financial planner services (Target)
    ▪ What the financial planner does and how the prospective client
    will benefit from working with the planner (Value)
    Motivation Presentation motivates prospective client to further engage in
    discussion with the financial planner.
    TOTAL 15

    Submitting Your Assignment


    Please upload your video to either Microsoft Stream or YouTube (if using YouTube, ensure that
    the privacy setting is UNLISTED). Submit the Stream or YouTube link for your video in the
    comments section of the assignment submission portal on the course website.

    FIP509 Value Proposition Assignment


    Due Date
    Assignments are due on Sunday, July 4th, 2021, at 11:59pm ET.
    If you have a legitimate reason for requiring an extension to the due date, please contact me as
    soon as possible to discuss the options.
    Late assignments will be subject to a 1% penalty per hour. Unforeseen and unavoidable reasons
    for submitting an assignment late will be handled as per the guidelines described in the course
    addendum.
    Weighting of Final Grade
    The assignment will count for 10% of your final grade.
    Use of Technology
    This assignment requires you to use technology to video record yourself presenting your value
    proposition.
    Many students choose to use their cell phones to make their video. If you do so, please ensure
    that your video and audio are clear enough for me to see and hear your presentation.
    Privacy Commitment
    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.

    FIP509 Value Proposition Assignment

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