Worksheet: Financial Advisory Simulation

Objective:
Apply your knowledge of investments to recommend suitable options for different clients. Understand
the advantages, disadvantages, and risks associated with each type of investment.

Scenario:
You are part of a financial advisory firm, "Future Finance". You have been approached by three clients
with different financial goals and risk tolerance.

Client Profiles:
- Client A: A 30-year-old software engineer who has just started her career. She wants to invest in assets
that will grow over the long term. She is willing to take moderate risks.

- Client B: A 45-year-old doctor who is looking for a balance between growth and safety. He is
moderately risk-averse.

- Client C: A 60-year-old retired teacher who wants to preserve her wealth and generate income. She is
highly risk-averse.

Instructions:
- Identify Investments (20 points): Based on the client profiles, identify suitable types of investments
(bank deposits, insurance, real estate, hard assets, mutual funds, stocks, and bonds) for each client.
Write your answers in the table provided.

- Advantages and Disadvantages (30 points): For each recommended investment, list the advantages
and disadvantages. Use the table provided.

- Risk Assessment (30 points): Explain the risks inherent in each type of investment and how it aligns
with the client's risk tolerance. Write your answers in the space provided.

- ESSAY (20 points): Prepare a letter for each client explaining your recommendations. Be sure to explain
the definition, purpose, kinds, advantages, disadvantages, and risks of each recommended investment.

Grading Rubric:
- Identification of Investments: 20%

- Listing of Advantages and Disadvantages: 30%

- Risk Assessment: 30%

- Essay: 20%