Work samples

Economics and Business

Year 9


Financial risks and rewards

Summary of task

Students took on the role of a financial adviser for a hypothetical wealth management fund. They were assigned a profile which included details of the client’s financial situation and future goals. Students completed a series of investigative tasks based on this information. The final task was the preparation of a report advising the client of a course of action. These tasks were completed in class and at home over a period of three weeks.

Achievement standard

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