Investment Planning and Superannuation & Retirement Planning KAPLAN

Hi there,

I am new to InvestED and I am seeking members that are interested on working on the Investment Planning 1 (October 2008) Assignnment and the Superannuation & Retriement Planning (August 2008) Assignment.

I have unfortunately had to re-submit both of these assignments as I am not yet competent, so any assistance or guidence would be HUGELY appreciated. I am also studying a batchelor of commerce majoring in finance and financial planning, and I think that this has actually been a downfall, as I have answered the questions the way a uni would expect them to be answered and over complicated things.

I am not looking to be handed answers, but would truely appreciate being pointed in the right direction on these assignments. I also think that establishing a good relationship now could act as a foundation for a study group for the exams. I am happy to post the assignments up here, and maybe what I have completed thus far, if I can find someone who is interested in assisting me? Any help would be GREATLY appreciated!!!

Hi, I am actually doing the ELC assignment. How did you go with that one?

I have actually only done these two units, as I am studying BCOMM too, I dont have to do all the units in RG146 as I get some credits for the units studied at uni. SORRY!! I would love to help you out but can't Im sorry!

Best of luck!

Hi AimeH,

If you are doing the course at degree level why are you bothering to do it at diploma level? After you complete the degree subject you can usually get exemptions for the subject. You should check the ASIC website to confirm your subject at uni is RG146 and then apply for exemptions rather than redoing the same subject at a lower level.

http://www.asic.gov.au/eTraining/eTrain.nsf

Cheers,

Dan

Hi Dan,

Thanks for the info, btu I am actually doing thins a little bit backwards. I am completing my degree, while working full time and I began studying RG146 over the summer so that I could shorten my degree and get unspecified credits for two units in my BCOMM. A little bit backwards but it will save me some time in the end!

Cheers,
Aime

Hi Aime,

I am in the same predicament as I have submitted with a resubmit requirement for investment planning 1. I am too looking to partner with someone as the explanations for the subject matter is limiting and without any prior financial knowledge extremely hard to understand.

are you or anyone else willing to work together?

Tony

I am willing to assist in helping you
I am on my last subject for my DFP

email my inbox

Hi Aime,

Thanks for your help, I have the following issues,


As part of your explanation, calculate the purchase price of a 10-year Government bond parcel with a yield rate of 8.95% p.a. paid as a half-yearly coupon. Assume that the prevailing market interest rate is 7.50% p.a. and that the bond parcel has 250 days until maturity.

Calculations:

Day 0 Day 68 Day 250
$101,049 $1,667 $4,475
1.667% 4.475%

Purchase $100,000
Price

I stated the the purchase price of the bond with 318 days remaining was $101,049 but the remarks state to check my calculations.

Q2
again the marker said to check all my figures to my calculations

Calculate to the nearest dollar the present value and net present value of the couples invesmtent property

Yr 0 Yr 1 Yr2 Yr 3
-$418,000 $28,000 $30,816 $32,587
-$12,750 -$13,196 -$13,822
.................................................. ....................................
-$418,000 $16,050 $17,620 $593,765

PV=$16,050 $17,620 $18,620 $593,765
............... +.............+....................+.............. ............
)1+.1275) (1+.1275)Pwr2 (1+.1275)Pwr3 (1+,1275)Pwr3
............. ................. .................. ...................
1 1 1 1

PV=$14,235 $13,860 $13,091 =$414,252

PVTotal = $14,235 + $13,860 +$13,091 + $441,252 = $455,438

NPV = $455,438 - $418,000 = $37,438

Calucluate the internal rate of return of this investment
IRR 16.1%
Calculate the property intiial yeild percentage for year one based on the figures given.

14,235
.......... = 3.41%
418,000

Are you able to explain to me what I have done wrong???

Thank you for your help, i truely appreciate it.

Tony

Hi All,

I'm also new to this site and am also studying through Kaplan.
Just sat through 3 days of the workshop for Super and Retirement Planning.
Would appreciate assistance with assignment if anyone is willing. Will do same as I complete the subjects.
Cheers
Lou

Hi Tony,
I believe you,might have already finshed your IP1...how did you go? I just started mine and now doing my assignment...its much harder than the RM. :/