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Welcome to
Financial Advisor Simulator
This simulation is divided into five parts.​

Part 1: You will receive general information about the client.​

Part 2: You will chat with the client asking questions to better understand their broad set of goals​

Part 3: When ready, click on KYC completed button to complete a short assessment​

Part 4: Explore investment product available for you to recommend​

Part 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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