• R e c o • P o r t •
Learning Journal

Scenario One
Client Questionnaire
Contact Team
Meet With Client
Sample Portfolios
         
Scenario Two
Tools / Resources
Ask the Expert
Learning Journal
Submit Portfolio

For a New Generation of Financial Planners

THE LEARNING JOURNAL

Use the Journal to to take notes about the scenario, document the process that is being followed to reach the final recommendation and a chance to reflect on your learning experience.

1. SCENARIO NOTES

Use this area like a notepad or notebook, for example, to record important notes, reminders, action items and so forth.

Provide Your Name: Scenario #:

This is an open text area, it is not structured, you can organize it the way you want.
2. SCENARIO SOLVING PROCESS

Use this area like a notepad or notebook, to record the scenario solving process, the steps you went through to gather, analyze, synthesize and come up with your final portfolio recommendations.

Provide Your Name: Scenario #:

This is an open text area, it is not structured, you can organize it the way you want.
3. REFLECTING ON YOUR LEARNING EXPERIENCE

Use this area like a notepad or notebook, to reflect on your learning experience, the learning process and the final learning outcome.

Provide Your Name: Scenario #:

This is an open text area, it is not structured, you can organize it the way you want.