Now that you have good understanding of the different stages of investing and how they fit into your life situation, let's see how good you are at giving advice.
Imagine that you've been hired by a financial planning company. Your first job is to respond to emails from potential customers and give advice on their current situation using the five stages of investing. Remember, you should explain some of the consequences that may occur if they don't follow a good plan. Use the Five Stages of Investing Template to complete this assignment. Submit it to the dropbox when you are finished. Make sure you address all of the items on the template for each of the three potential customers.
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James What can I do? |
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Monica What can I do? |
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Rhonda How should I invest my money? |