SUBMIT PORTFOLIO

If you have arrived here that means that you have completed your recommendations and your investment portfolio is now complete.

Remember that your Training Facilitator will schedule a time for your team to present and defend your portfolio in front of your peers and the panel of financial experts.

As explained earlier, there is no one right answer, your portfolio will be judged based on your ability as a team to identify the relevant issues, to provide accurate and applicable recommendations to your client, your thoroughness in presenting the details of your portfolio. You will also be questioned by the panel and your peers from the client perspective.

Basically, provide a rational convincing case on why you think that the portfolio you have presented is the best solution for your client.