From an idea to a supported plan.
The team identifies useful client questions but needs a case-specific plan, justified assumptions and clearer tradeoffs.
These example points illustrate the format for a team case. The same 100-point split is used for an individual roleplay. Live delivery, teamwork, poise and confidence are unassessed.
The fictional submission
“We would confirm household income, expenses and risk tolerance before recommending products. We would build an emergency fund and review the plan quarterly.”
Answer 1: Review accounts quarterly and after a major life change.
Answer 2: Pay the statement balance in full and monitor spending.
Three useful next actions
- Use explicit assumptions.
Build a sample budget and label every invented amount as an assumption to confirm with the client.
- Explain the tradeoff.
Compare the emergency reserve with longer-term goals and explain why the order fits the household.
- Cover every indicator.
Connect the recommendations to investments, financial markets and insurance needs rather than naming a goal alone.
Evidence and next practice action
“confirm household income, expenses and risk tolerance” — Presentation transcript
The quote identifies missing information. It does not establish how that information changes the recommendation.
Next practice: Demonstrate one decision using an explicitly labeled household-budget assumption, then describe how different client facts would change it.
How the example total is grouped
Performance indicators: 20 / 50
Solution: 12 / 24
Career competencies: 12 / 18
Overall content readiness: 4 / 8
An actual evaluation shows all twelve criteria separately, with evidence, a rationale and a next action. Your event's official judge form remains authoritative.