Role play of investment advisor pdf

Pretend situation

You will expect the job of an ensured monetary organizer working for Creating Financial Momentum Venture Corp. As a Do

speculation guide, you exhort your clients on retirement and venture arranging, which can incorporate resource

choice, assignment, and enhancement. One week from now, you have a gathering planned with two of your clients,

Reyna and Martin. During this gathering, you will introduce suggestions for changing their retirement

portfolios to meet their retirement objectives and chance profile.

Directions

Survey your clients' necessities and change resistance.

Pick either Reyna or Martin and set up a show for changing the client's

venture portfolio.

Use Freebee 3 Creating a Portfolio with Gathering Financial Speed Assets to adjust the gamble and return

to meet your client's objectives.

Utilize the format beginning the second page of Appraisal 1 to frame and plan

your show.