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  • BAE

Comparison between the investment growth for current investment and recommended investment strategy

Required Use a Microsoft Excel spreadsheet to project the balance of the client’s investment portfolio for five years before and after your recommendations. You should show the comparison between the investment growth for the current investment (e.g. the term deposit) and the recommended investment strategy. For your comparison, you should assume that the term deposit will be rolled over for a five-year term. You can use the FV formula in Excel to calculate annual balances for the accumulation of the portfolios. At the end of the five year period you should show the net benefit of the strategy on the investment amounts.

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