MFB4043: RETIREMENT PLANNING

INDIVIDUAL ASSIGNMENT RUBRIC

LECTURE GROUP KMC

PROJECT INDIVIDUAL ASSIGNMENT (10 marks)

MATRIC
NAME
NUMBER

ASSESSMENT FRAMEWORK (10%)

Poor Excellent
Scale
1 2 3 4 5 6 7 8 9 10
NO. SCOPE SCALE MARK
INDIVIDUAL ASSIGNMENT REPORT
(10%)
i. Introduction 1 2 3 4 5 6 7 8 9 10 10
Content – Background of the character (client)
ii. 1 2 3 4 5 6 7 8 9 10 20
in the report
Content – Financial circumstances of the main
iii. 1 2 3 4 5 6 7 8 9 10 20
character in the case
A
Analyis – Adequacy of the investment and
iv. 1 2 3 4 5 6 7 8 9 10 20
savings for retirement
v. Conclusion 1 2 3 4 5 6 7 8 9 10 10
Format – Cover page, table of contents,
vi. 1 2 3 4 5 6 7 8 9 10 5
pagination
vii. Writing style – grammar, vocabulary 1 2 3 4 5 6 7 8 9 10 10
viii. References/Appendixes 1 2 3 4 5 6 7 8 9 10 5
TOTAL /100

MFB4043-Retirement Planning
ASSESSMENT FRAMEWORK DETAILS (10%)

Scoring Criteria Score

1 --------------------------------------------------------10
(1-10)
1-3 4-7 8-10
Introduction The The introduction The
introduction is is stated. introduction is
not clearly clearly stated.
stated.
Content - Background of the The stage of The stage of life The stage of life
character in the report life cycle of the cycle of the cycle of the
character is not character is character is
discussed. briefly thoroughly
discussed. discussed.
Demographic
background Demographic Demographic
(age, gender, background background
marital status, (age, gender, (age, gender,
family marital status, marital status,
composition, family family
job) is not composition, composition,
mentioned. job) is job) is
mentioned, but mentioned and
not discussed. discussed in
proper context.

Content – Financial The financial The financial The financial

circumstances of the character situations of situations of situations of
in the report the character the character the character
(is he on EPF (is he on EPF (is he on EPF
or government or government or government
pension pension pension
scheme or scheme or PRS scheme or PRS
PRS or none, or none, the or none, the
the amount amount amount
accumulated accumulated in accumulated in
in his/her EPF his/her EPF his/her EPF
account, has account, has account, has
he/she he/she he/she
withdrawn withdrawn any withdrawn any
any EPF EPF money EPF money
money before, before, other before, other
other investments investments
investments and savings) and savings)
and savings) are listed, but are listed and
are not listed. not elaborated. elaborated.

Analyis – Adequacy of the Inadequate Adequate Excellent

investment and savings for analysis of the analysis of the analysis of the
retirement retirement retirement retirement
investment and investment and investment and
savings of the savings of the savings of the
character in the character in the character in the

MFB4043-Retirement Planning
 case. case. case.

Conclusion Vague The conclusion The conclusion

concluding section section
remarks. summarizes the summarizes
retirement concisely all the
planning retirement
components. planning
components.
Format (10%) Any three or Any one or two Cover page,
more of the of the following table of
following items items - Cover contents,
- Cover page, page, table of pagination,
table of contents, headings, page
contents, pagination, alignment are
pagination, headings, page complete.
headings, page alignment are
alignment are not complete.
not complete.

Writing Style (20%) Too many Mediocre Excellent

grammatical writing style. writing style in
errors, spelling terms of flow
errors and poor from one
flow from one paragraph to the
paragraph to other and the
the other. use of
vocabularies.
Minimal
grammatical
and spelling
mistakes.
 
References (5%) Too little Inadequate Adequate
references and references and references and
do not follow some errors in proper
formal referencing referencing
referencing format. format.
format.

MFB4043-Retirement Planning