down arrow
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:

Try Now
available on PC/Laptop

Retirement Planning

Enter your details and click Try Now.