Question: The Task: You are required to use your own case to generate a SOA (Statement of Advice) using the XPLAN software by completing the relevant

The Task: You are required to use your own case to generate a SOA (Statement of Advice) using the XPLAN software by completing the relevant steps based on the assumed 'scenarios'. You need to generate and submit the SOA in a PDF file that details your investigations, suggestions, advice, recommendation, etc. These should specifically address each of the above client objectives. You also need to submit any supporting evidence as appendices such as charts, tables and file notes that are generated by relevant XPLAN tools, if applicable. The markers will assess your work based on the SOA and any supporting evidence of the scenarios (which you submit on the course site) you model for the investment strategy, the loans, retirement goals, etc
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