Investment Advisory Consultation

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

Skills Assessed

Effective Communication
Interpersonal Skills
Financial Planning
Investment Knowledge and Recommendations
Needs Assessment

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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

Investment Advisory Consultation

Character’s Role

Client

User’s Role

Investment Advisor

Scenario Location

Investment Advisor Office

Customize Your Case
No technical knowledge required.