Conduct a full financial planning engagement with a client

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Reference no: EM133577433

Homework

Description

This homework will give you the opportunity to conduct a full financial planning engagement with a client, including the pre-discovery, discovery, analysis, and recommendations phase of the financial planning process. It will require you to draw on your learning from all your courses, including what you what learned in FIP509, about how to conduct effective and efficient meetings with clients.

Client Scenario

Your group works as financial planners in the financial planning division of a bank. You can choose the name and color scheme of your bank. A personal banker (named Franklin) at your institution recently called one of the bank's clients, Jack Ryan, to discuss the opportunity for him to meet the financial planning team. The client agreed and your team has received a referral from the personal banker, along with the information the bank has on file about Jack Ryan (see Exhibit 1). This information includes the assets and liabilities that the client currently has at the bank.

Your role is to engage the client in the financial planning process.

Reference no: EM133577433

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