TFIN304
Personal Financial Planning
Assessment 4
15% of total marks
Unit Coordinator: Cara Edwards
TFIN304 Personal Financial Planning Assessment 4 - Presentation
1
Assessment Task 4 – Presentation (15%)
The purpose of this assessment is to:
• Demonstrate the application of economic variables
• Apply principles of the economic environment to financial planning.
Criteria:
• You are required to record a video or online presentation of some format of between
5 to 7 minutes.
• This presentation should address the research topic below.
• At the start of the video, you must hold up a photo ID to demonstrate authenticity.
No marks will be awarded for the presentation if this is not provided, or you
can’t be clearly identified
Topic:
Select one major economic indicator from either interest rates, unemployment, GDP, or
inflation.
What is the cu
ent level of this indicator and make a prediction for how this will move over the
next 6 months and why? What impact will this have on financial planning clients?
Assessment criteria (refer to marking ru
ic):
• Theoretical overview and application
• Depth of research
• Presentation structure and delivery
• Presentation aids and creativity
Recording tool:
To record the presentation, you may use any option you choose, including (but not limited to)
Loom, Vimeo, YouTube or direct recording in MP4 format (with someone else recording the
presentation) – uploaded to Google Drive (see instructions in Appendix)
Your recording should include:
• Yourself
• Photographic identification held up to the camera at the start of the recording that
shows your name and photograph (as per your enrolment) No marks will be
awarded for the presentation if this is not provided or you can’t be clearly
identified
• Some type of visual presentation aid– power point presentation, whiteboard, flip
chart, screen visual etc
If you are using a visual aid that includes handwritten text, the writing must be legible, visible
and in English.
TFIN304 Personal Financial Planning Assessment 4 - Presentation
2
Ru
ic
No marks will be awarded for the presentation if you do not show yourself in the
video and hold up photo ID to the camera at the start of the presentation that clearly
shows your name and photo.
Assessment Criteria and Performance Standards for Presentations
Assessment
criteria
Mark
Performance Standard
Low level of
knowledge and
understanding evident
or demonstrated
Limited level of
knowledge and
understanding
evident or
demonstrated
Acceptable
level of
knowledge and
understanding
evident or
demonstrated
High level of
knowledge and
understanding
evident and
demonstrated
Exceptional
level of
knowledge and
understanding
evident and
demonstrated
Theoretical
overview and
application
4
½ 1½ XXXXXXXXXX
No clear evidence of
understanding or
knowledge of the
theory
Some evidence
of
understanding
of the
theoretical
applications but
lacks clarity
Good level of
understanding
of theoretical
applications,
clearly
demonstrated
High level of
understanding
of theoretical
applications,
clearly
demonstrated
Very high level
of
understanding
of theoretical
applications
clearly
demonstrated
and articulated;
easily
understood by
participants
Depth of
esearch
4
½ 1½ XXXXXXXXXX
No clear evidence of
any research
Some evidence
of research but
limited to
secondary
esearch
Evidence of
adequate
esearch with
some evidence
of primary
esearch
Evidence of
high level of
primary and
secondary
esearch
Very high-level
analysis and
esearch clearly
demonstrated
and integrated
Presentation
structure and
delivery.
3
½ 1 1½ 2 3
Poor – presented
without structure with
unclear voice, no eye
contact, no audience
engagement, and no
evidence of rehearsal
Low –
presentation
lacks strong
structure with
little or no
audience
engagement,
limited eye
contact, and
limited
evidence of
ehearsal
Good –
presentation
structured with
attempts to
engage
audience, good
eye contact,
and evidence of
ehearsal with
good flow
Very good –
structured,
clear
presentation,
easy to
understand
with some
audience
participation,
good eye
contact, and
evidence of
ehearsal with
logical flow
Excellent -
structured,
clear
presentation,
easy to
understand
with engaged
audience, good
eye contact,
and evidence of
ehearsal with
clear, logical
flow
TFIN304 Personal Financial Planning Assessment 4 - Presentation
3
Presentation
aids and
creativity
2
0 ½ 1 1½ 2
No use of colours,
fonts, media, special
effects or other
presentation aids and
poor visibility
Poor creativity
and limited use
of colours,
fonts, media,
special effects
or other
presentation
aids
Evidence of
some creativity
with good use
of colours,
fonts, media,
special effects
or other
presentation
aids but limited
and could be
etter
developed
Very creative
use of
esources very
good use of
colours, fonts,
media, special
effects or other
presentation
aids to facilitate
audience
understanding
Original and
outstanding
exhibition of
creativity with
excellent use
colours, fonts,
media, special
effects or other
presentation
aids to facilitate
audience
understanding
Timing of
Presentation
2
0 ½ 1 1½ 2
Poor use of available
time leading to
incomplete
presentation or
finishing too early
Limited use of
available time,
needs
improvement
Good use of
available time
ut limited and
could be better
managed
Very good use
of available
time to
facilitate
audience
understanding
Excellent use
of available
time to
facilitate
audience
engagement
and
understanding
Total Marks
and Feedback
15
Detailed
Comments
APPENDIX B : Instructions to load Google Drive
1. Sign into your student TOP/IMC email account. Access Google Drive via the menu
on the top right corner of Gmail.
2. Drag/copy the video file to Google Drive.
3. Share the file with:
• Right click on the file and select share.
• Enter my email address ( XXXXXXXXXX) in the To field.
• Click Done.
•
4. Provide a link to the shared file for your lecturer to access your video
Google support:
https:
support.google.com/drive/answe
2494822?co=GENIE.Platform%3DDesktop&hl=en
https:
www.youtube.com/watch?v=25CtYkqamIA
mailto: XXXXXXXXXX
https:
support.google.com/drive/answe
2494822?co=GENIE.Platform%3DDesktop&hl=en
https:
www.youtube.com/watch?v=25CtYkqamIA