Retirement Planning

About the Case

Michael Anderson is now in his 50s. He is concerned about his financial future and is looking for the best ways to ensure a comfortable retirement. With this goal in mind, he has come to visit your office and discuss his available options for retirement planning.

As a financial advisor, you need to talk to Mr. Anderson, understand his requirements and possible options and discuss with him a clear, comprehensive plan that will help him feel secure about his financial future.

Learning Objectives:

Actively listen to client’s concerns and goals
Explain financial concepts in simple, straightforward language
Present advice tailored to client’s specific requirements
Honestly explain risks and benefits associated with plans
Convey information with confidence

Skills Assessed

Active Listening
Clear Communication
Present Personalized Plans
Exhibit Transparency
Display Confidence

Customize Your Case
No technical knowledge required.

With the AI-Humans platform, create fully customizable AI-powered immersive scenarios for soft skills training. You have the power to:

Outline the case details
Define assessment rubrics
Select a character of your choice
Define user and character roles
Select virtual location suitable to case

Retirement Planning

Character’s Role

Client

User’s Role

Investment Advisor

Scenario Location

Investment Advisor Office

Customize Your Case
No technical knowledge required.