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About the Case

Emma Kalowski is seeking investment advice to achieve her financial goals. With a well-paying job, she is aiming to retire early and hence, looking for investment opportunities to ensure a comfortable retired life. 

As her financial advisor, you need to communicate the value of tailored investment strategies, address her concerns and practice creating tailored recommendations to meet the unique needs and preferences of individual clients.

Learning Objectives:
  • Effectively communicate information and address concerns 
  • Display knowledge about current market trends and regulatory changes 
  • Assess clients’ financial histories and future goals. 
  • Establish a relationship of trust and open communication. 
  • Develop skills to ask relevant questions to identify opportunities 
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Skills Assessed
  • Effective Communication 
  • Interpersonal Skills 
  • Financial Planning 
  • Investment Knowledge and Recommendations 
  • Needs Assessment 

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Investment Advisory Consultation

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