Main task
INSTRUCTIONS
You are to assume the role of a “Financial Advisor” and have been approached by a client who would like your analysis of a potential company they would like to invest in.
You are to critically evaluate the financial documents; income statement, balance sheet and statement of cash flows of a publicly listed company.
Your report should include an introduction providing some background of the company; industry, date of incorporation etc. You should analyze relevant financial and performance indicators. It is strongly recommended that you incorporate tables, graphs/illustrations to reinforce your position as it relates to the clients wishes. It should also include a thorough recommendation based on your findings/interpretations of the company’s financial records.
Referencing and citations must be supplied as it pertains to the Harvard format.
FORMAT
Your submission must meet the following formatting requirements:
• Number of files for submission: 2-3
• Required file format for main submission: PDF
• Additional file format for additional deliverables: Excel spreadsheet (.xlsx)
• Additional file requirements: None
Other details:
• Font: Arial, or Times New Roman
• Font size: 12
• Spacing: Single, or 1.5
• Number of words: 1,500
All refencing and citations require Harvard referencing style.
