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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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