• R e c o • P o r t •
Sample Portfolios

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

SAMPLE PORTFOLIOS

Below you will find links to portfolios that have been completed by other teams in previous training sessions.

Remember do not duplicate, you must come up with your own recommendations and fully defend what you are presenting.

SCENARIO ONE SAMPLES

SCENARIO TWO SAMPLES