Students step into the role of personal financial advisors - designing investment strategies, balancing client goals, and navigating market changes - in our Wealth Management Simulation.
Goal-Based Financial Planning: Retirement, education, liquidity, and legacy planning
Asset Allocation: Diversification across equity, fixed income, alternatives, and cash
Risk Profiling: Assessing risk appetite, horizon, and behavioral tendencies
Investment Vehicles: Mutual funds, ETFs, insurance-linked products, and discretionary mandates
Behavioral Finance: Managing client biases, fear, and overconfidence
Tax Efficiency: Portfolio construction with after-tax returns in mind
Regulatory and Ethical Standards: Suitability, fiduciary responsibility, and disclosure
Conduct fact-finding and assess client goals, income, risk profile, and family needs
Construct customized investment portfolios based on client preferences
Recommend suitable products with appropriate justification and disclosure
Respond to market downturns, regulatory changes, or life events (e.g., marriage, illness, inheritance)
Handle difficult conversations around performance, fees, or product suitability
Present portfolio reviews and propose plan adjustments in line with evolving goals
This simulation builds practical advisory, interpersonal, and analytical skills. Students learn to:
Align financial strategy with individual goals and risk tolerance
Apply asset allocation models in a human-centered context
Anticipate and navigate behavioral responses to volatility
Communicate investment concepts clearly and empathetically
Balance ethics, compliance, and commercial objectives
Reflect on trust-building and long-term relationship management
Do students need prior knowledge of investment products? Basic familiarity with asset classes and risk-return concepts is helpful. The simulation includes product overviews and client goal definitions.
Are the client cases customizable? Yes. Instructors can choose from a library of client personas across demographics, life stages, and complexity levels - or request custom cases.
Does the simulation include ethics or regulatory content? Yes. Students must adhere to disclosure requirements, suitability standards, and manage ethical trade-offs within client scenarios.
Can students manage multiple clients? Yes. As the simulation progresses, students or teams manage a portfolio of clients with differing objectives and constraints.
How realistic are market and life event scenarios? The simulation includes real-time news events, economic shifts, and unexpected client developments that mirror actual advisory challenges.
Is the focus more on strategy or relationship management? Both. Students must design robust strategies and build trust by communicating decisions clearly and navigating client emotions.
How long does the simulation take? A full cycle typically runs over 5 - 7 hours but can be extended across multiple sessions with evolving client cases.
Can this be run in teams? Yes. Teams can act as advisory groups managing client portfolios and collaborating on review meetings or investment policy statements.
How is student performance evaluated? Based on portfolio suitability, goal alignment, communication quality, client satisfaction (simulated), and ethical decision-making.
Does the simulation include documentation or reporting tasks? Yes. Students prepare investment proposals, review reports, and memos that mimic real advisory deliverables.
Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the simulation.
or
Book a 15-minute Zoom demo with one of our experts to explore how the simulation can benefit you.