IN 2 Pages
Create a mutual fund investment
plan for Betty Johnson, based on her cash flow surplus and available
investment assets (cash flow analysis and financial profile provided).
Use a report format that includes an analysis of her financial situation
followed by recommendations that satisfy all of her financial
The report should be typed and include a cover page,
brief introduction, and recommendations for each objective. Make sure
you explain the reasons for your recommendations, e.g. “why” the fund is
suitable for Betty given the circumstances. You also need to indicate
the fees the client will be paying on mutual funds you recommend,
including your compensation. Assume that deferred sales compensation
(DSC) is no longer available.
I have attached additional materials to guide you
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