Welcome to
Financial Advisor Simulator
This simulation is divided into five parts.
You will receive general information about the client.
You will chat with the client asking questions to better understand their broad set of goals.
When ready, click on KYC completed button to complete a short assessment.
Explore investment product available for you to recommend.
Chat with the client to explain your investment recommendation and answer their questions.
Welcome to
Financial Advisor Simulator
This simulation is divided into five parts.
You will receive general information about the client.
You will chat with the client asking questions to better understand their broad set of goals.
When ready, click on KYC completed button to complete a short assessment.
Explore investment product available for you to recommend.
Chat with the client to explain your investment recommendation and answer their questions.
1 Profile
You will receive general information about the client.
2 KYC
Chat with client asking questions to better understand their broader set of goals. Click KYC completed when ready to move to the next stage.
3 Funds
Explore investment products available in this simulation and identify the best fit for the client.
4 KYP
Discuss the portfolio with the client that align with their investments goals. Answer client questions and click Send Proposal.
5 Proposal
Complete a brief email message outlining your recommended asset allocation and logic behind it.
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