In an effort to meet the diverse financial goals and objectives of clients, Financial Planners and Investment Professionals must be able to provide sound and trusted investment advise. However, working in today's complex and mammoth financial world that is no easy task.

Working in an industry where thousands of investment and insurance companies operate and offer financial products, where hundreds of different types of financial instruments exist, where tax laws are constantly changing, where rates of return and interest rates fluctuate on a daily basis, where new products are continuously being introduced and where each and every client is as unique as the next.

THE CHALLENGE

How can we help Financial Planners design investment portfolios that meet their client's goals and objectives based on Client Interviews, Market Research, Product Analysis, Risk Analysis, Tax Laws, and Calculations?

The answer is, RecoPort

A challenging learning experience that will enhance your abilities as a Financial Planner.

RecoPort is acomputer supported, team based, scenario driven learning environment that takes Financial Planners through the investment portfolio development process.

The goal of RecoPort is to help Financial Planners navigate through this ill structured industry, make sense of it and finally recommend a solid investment portfolio to the client.

This learning environment provides actual real life scenarios, links to resources, ability to communicate with team members, access to expert advise, use of learning journals, and peer and expert feedback and evaluation.

RecoPort will provide the financial planners with the follwoing tools throughout their learning journey:

TOOLS/RESOURCES

You are able to access various financial related resources in the "Tools/Resources" section of RecoPort. You may access any other resources that you think may help you in your final portfolio recommendations.

ASK THE EXPERT

In addition to the resources link you also have access to a seasoned investment expert via the "Ask the Expert" section, there you will be able to send questions or request clarifications on investment related issues. This is all provided through a live chat web based discussion, where you will be able to receive immediate feedback to your postings.

MEET WITH CLIENT

You also have access to conduct virtual meeting with the client via live chat to gather required information to complete the client portfolio.

LEARNING JOURNAL

Each team member will be provided with a "Learning Journal" to take notes about the scenario, the process that is being followed to reach the final recommendation and a chance to reflect on the learning experience, the learning process and final learning outcome.

How has this learning exercise impacted me as a Financial Planner?

Each team member has the option of having their "Learning Journals" open to other team members or restricted to training facilitator only.

SUBMIT PORTFOLIO

On day four at 3:00 PM the team will present their portfolio recommendations to an audience consisting of their peers and a panel of two experts.

Once your portfolio is in final format, go the to the link "Submit Portfolio" to submit your final product to your training facilitator. Your portfolio may be used by the training facilitator to demonstrate to future teams.

SAMPLE PORTFOLIOS

You may also refer to "Sample Portfolios" on the menu bar, to view past team's portfolio recommendations.

CONTACT TEAM

Contact your team members through an email tool. Send, recieve and save messages.

ASSESSMENT

Your final portfolio recommendations will come as result of your ability to identify critical information, analyze, problem solve, synthesize and defend your final recommendations to your peers and the experts. Your facilitator will analyze and evaluate your "Learning Journal" as a form of assessment through an ongoing process during the 4 day period.

Let's get started! Select that Scenario assigned to your team by your training facilitator...............enjoy your learning!