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Prepare a document containing 10 interview questions before the workshop.

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Length: 2000
Submission method options
N/A – submission not required/applicable
Task
The first stage of a financial planning process involves the gathering of essential information specific to the client’s personal circumstances. During the interview with the client, it is critical for the financial planner to establish trust, confidence and good rapport with the client. In this regard, interpersonal and good communication skills are important for a successful interview session.
Required task
You are currently employed by APW Wealth Managers, a prominent licensee as a financial planner. This is your first meeting with your client. For the purpose of this exercise, you may choose to interview either client A or B; only one interview is required. Before the meeting, you are provided with a brief background for each client:
Client A
Marital status: Single, female
Age: 23
Yearly income: $68,000 p.a.
Objectives:
Retire at the age of 60
To own a child care centre upon retirement
Client B
Marital status: Married, male
Age: 30
Yearly income: $80,000 p.a.
Objectives:
To set up an education fund for three children
Retire debt free at the age of 65.
Prepare a document containing 10 interview questions before the workshop. They will be used during the interview session. You may record any details of your conversation alongside with these questions during the interview. This document must be submitted at the end of the interview session.
Presentation
Students must prepare a questionnaire to be used during the interview session.

 
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