Criteria Poor/unacceptable Needs improvement Satisfactory Good Very good Excellent Collection, Analysis & Synthesis of Data (Total marks: 15)

0 points
Unable to organise and synthesise complex evidence and identify subtle patterns, differences or similarities. Analysis and evaluation do not reflect intellectual
independence.
4.5 points
Rarely able to organise and synthesise complex evidence and identify subtle patterns, differences or similarities. Analysis and evaluation reflects very little
intellectual independence.
7.5 points
Organises and synthesises complex evidence to reveal some subtle patterns, differences or similarities. Analysis and evaluation reflect some intellectual
independence.
10 points
Organises and synthesises complex evidence to reveal obvious subtle patterns, differences or similarities. Analysis and evaluation generally reflect intellectual
independence.
12 points
Organises and synthesises complex evidence to reveal subtle patterns, differences or similarities. Analysis and evaluation reflect a high level of intellectual
independence and rigour.
15 points
Organises and synthesises complex evidence to reveal insightful patterns, differences or similarities. Analysis and evaluation reflect a consistently very high level
of intellectual independence and rigour.
Financial Projections
(Total marks: 20)
0 points
No projections or completely unacceptable financial projections. Does not demonstrate any understanding of inquiry design or modelling assumptions, relevant cash
flows, financial and nonfinancial issues.
6 points
Financial projections provide partial picture of the client’s financial health. Demonstrates limited understanding of the inquiry design, relevant cash flows,
financial and non-financial issues. Fails to provide adequate information of modelling assumptions.
10 points
Financial projections provide an acceptable picture of the client’s financial health. Demonstrates acceptable construction and use of an inquiry design (spread sheet
for projections). Correctly identifies some relevant cash flows, financial and nonfinancial issues. Provides adequate information of modelling assumptions.
12 points
Financial projections provide a reasonable picture of the client’s financial health. Demonstrates acceptable construction and use of an inquiry design (spread sheet
for projections). Correctly identifies most cash flows, financial and non-financial issues. Provides adequate information of modelling assumptions.
16 points
Financial projections provide a clear picture of the client’s financial health. Demonstrates thoughtful construction and use of an inquiry design (spread sheet for
projections). Correctly identifies all financial and non-financial issues and projects all relevant cash flows. Provides very good information of modelling
assumptions.
20 points
Financial projections provide a clear and comprehensive picture of the client’s financial health. Demonstrates thoughtful and efficient construction and use of an
inquiry design (spread sheet for projections). Correctly identifies all financial and non-financial issues and accurately projects all relevant cash flows. Provides
comprehensive information of modelling assumptions.
Financial Planning Issues – Use of existing knowledge and research
(Total marks: 15)
0 points
Presents information from inappropriate sources representing very limited points of view or approaches. Demonstrates lack of synthesis of information and a broad
understanding of knowledge, with little depth in any areas.
4.5 points
Presents information from limited appropriate sources representing somewhat limited points of view or approaches. Demonstrates very little synthesis of information and
a broad understanding of knowledge, with little depth in any areas.
7.5 points
Presents information from relevant sources representing various points of view or approaches, consolidating and synthesising information and demonstrating
understanding of knowledge with depth in some areas.
10 points
Presents in-depth information from relevant sources representing various points of view or approaches, consolidating and synthesising information and demonstrating a
broad understanding of knowledge with depth in some areas.
12 points
Synthesises in-depth information and knowledge from a range of relevant sources representing various points of view or approaches and demonstrates a depth of
understanding in a range of areas.
15 points
Synthesises in-depth information and knowledge from a broad range of relevant sources representing various points of view or approaches and demonstrates a depth of
understanding in a wide range of areas.
Recommendations – Define the Problem
(Total marks: 5)
0 points
Demonstrates no ability in identifying a problem statement or related contextual factors.
1.5 points
Demonstrates a very limited ability in identifying a problem statement or related contextual factors.
2.5 points
Demonstrates the satisfactory ability to independently construct a problem statement with evidence of most relevant contextual factors, and problem statement is
somewhat adequately detailed.
3 points
Demonstrates a good ability to independently construct a problem statement with evidence of most relevant contextual factors, and problem statement is reasonably
adequately detailed.
4 points
Demonstrates a very good ability to independently construct a clear and insightful problem statement with evidence of almost all relevant contextual factors.
5 points
Demonstrates exceedingly high ability to independently construct a clear and insightful problem statement with evidence of all selective and relevant contextual
factors.
Recommendations – Identification of Strategies
(Total marks: 5)
0 points
Provides no evidence of initiative in planning and identifies no viable approaches for solving the problem within a specific context.
1.5 points
Provides little evidence of initiative in planning and identifies a few viable approaches for solving the problem within a specific context.
2.5 points
Demonstrates satisfactory initiative in planning and Identifies basic multiple approaches for solving problems, some of which apply within a specific context.
3 points
Demonstrates good initiative in planning and Identifies adequate multiple approaches for solving problems, some of which apply within a specific context.
4 points
Demonstrates a very good initiative in planning and identifies reasonable multiple approaches for solving problems that apply within a specific context.
5 points
Demonstrates exemplary initiative in planning and identifies advanced multiple approaches for solving problems which are complex and apply within a specific context.
Recommendations – Evaluating Solutions
(Total marks: 10)
0 points
Evaluation of solutions is superficial lacking any consideration for the client’s personal circumstances, no logical examination of the feasibility or impact of
solutions.
3 points
Evaluation of solutions is partial lacking consideration for the client’s personal circumstances, with little logical examination of the feasibility or impact of
solutions.
5 points
Evaluation of solutions satisfactorily considers the client’s personal circumstances, and logically examines the feasibility and impact of solutions.
6 points
Evaluation of solutions fairly considers the client’s personal circumstances, and logically examines the feasibility and impact of solutions.
8 points
Evaluation of solutions contains mostly thorough and includes reasonably thorough consideration of the client’s personal circumstances, logically examines the
feasibility and impact of solutions.
10 points
Evaluation of solutions contains consistently thorough and insightful explanation and includes quite thorough consideration of the client’s personal circumstances,
logically examines the feasibility and impact of solutions.
Context, Audience and Purpose
(Total marks: 20)
0 points
Demonstrates no awareness of context and/or purpose so that the audience is very unlikely to be engaged, informed or motivated.
6 points
Demonstrates lack of or inconsistent awareness of context and/or purpose so that the audience is unlikely to be engaged, informed or motivated.
10 points
Demonstrates basic awareness of context and/or purpose so that audiences is slightly engaged, informed and motivated.
12 points
Demonstrates consistent awareness of context and/or purpose so that the audience is fairly engaged, informed and motivated.
16 points
Demonstrates a thorough understanding of context and purpose so that the audience is highly engaged, informed and motivated.
20 points
Consistently demonstrates an exemplary and comprehensive, understanding of context and purpose so that the audience is outstandingly engaged, informed and motivated.
Disclosure Requirements
(Total marks: 10)
0 points The SOA does not comply with legislative and regulatory disclosure requirements.
3 points The SOA frequently does not comply with legislative and regulatory disclosure requirements.
5 points
The SOA contains some key elements where it does not comply with legislative and regulatory disclosure requirements.
6 points The SOA generally complies with the legislative and regulatory requirements.
8 points The SOA consistently complies with the legislative and regulatory disclosure requirements.
10 points The SOA completely complies with the legislative and regulatory disclosure requirements.
Overall Score Fail (N) Fail (N) Pass (P) Credit (C) Distinction (D) High Distinction (HD) 0 or more 30 or more 50 or more 60 or more 70 or more 80 or more

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