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Welcome to
Financial Advisor Simulator
This simulation is divided into five parts.​
1
You will receive general information about the client.​​
2
You will chat with the client asking questions to better understand their broad set of goals.
3
When ready, click on KYC completed button to complete a short assessment.
4
Explore investment product available for you to recommend.
5
Chat with the client to explain your investment recommendation and answer their questions. ​
When all the questions are answered, click submit the proposal button. You will receive client’s response along with feedback on your conversation within 48 hours.​
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