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Intense, real-world, memorable - gamified simulation training

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Wealth Management Simulation

Students step into the role of personal financial advisors - designing investment strategies, balancing client goals, and navigating market changes - in our Wealth Management Simulation.

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Wealth Management Simulation Overview


The Wealth Management Simulation places students in the shoes of client-facing financial advisors tasked with crafting personalized wealth strategies across life stages, risk profiles, and asset classes.

Designed by private bankers, financial planners, and business school instructors, this simulation recreates real-world advisory relationships. Students must understand client goals, design investment portfolios, and adapt plans in response to life events, economic changes, and evolving client preferences.

Students face authentic dilemmas around risk tolerance, ethical conflicts, product recommendations, and intergenerational planning - mirroring what professionals encounter in wealth management, private banking, and advisory services.
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Wealth Management Simulation Concepts


Students apply a wide range of personal finance and client advisory concepts, including:
  • 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

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Gameflow


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What Students Do


Students act as wealth managers serving a roster of diverse clients. Over multiple simulation rounds, they:
  • 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

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What Students Learn


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

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Why This Wealth Management Simulation Works


Financial advisory education often focuses on technical concepts - but real success lies in human decisions, trust, and adaptation.

This simulation emphasizes the soft and strategic side of finance, where listening, judgment, and empathy matter as much as asset selection. By role-playing high-stakes interactions and making portfolio choices under pressure, students develop a robust understanding of what it takes to become a trusted wealth advisor.

Perfect for courses in private banking, financial planning, or relationship management, this simulation builds readiness for client-facing finance roles.
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Frequently Asked Questions


  • 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.

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Enquire

Webinar 06 Nov 2025 00:00

Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the simulation.

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Private Demo

Book a 15-minute Zoom demo with one of our experts to explore how the simulation can benefit you.