This assessment has been developed in order in order to identify the needs of clients. In this regard, few aspects have been highlighted here. The assessment will Plan and organize the roles plays in consultation with classmates and trainer/assessor. It will conduct the analysis of a client needs in presence of an evaluator during a designated assessment session. It will prepare for client meeting plus develop all the needed tools plus resources. The assessment will also show properly the assigned role and this will maintain a formal approach during the meeting. With the help of Listened attentively to client needs and gathered all the relevant information. It will develop an appropriate template/tool to gather client information. In addition, it will research and downloaded information, which is applicable to the financial product/result desired by the client. It also research plus download pertinent legislation plus constitutional necessities pertinent to the financial product/result discuss and download information for the Objectives are developed to deal with specific client expectations. Objectives are specific, measurable, achievable, and realistic and time‐bound. In the last part of the assessment, this will develop and describe a conceptual idea of a solution/product, which may satisfy client need. In addition, it will define the role and responsibilities as a financial advisor.
The roles plays by a financial advisor, in consultation with classmates and trainer are advising strategy for clients in the coverage of insurance.
Conducted a client needs analysis in presence of an assessor during a designated assessment session