Client:
Merrill Lynch
Title:
Client Performance Process Simulations

In this system, users participate in simulated interactions with clients to hone their business development and financial planning skills. In their roles as Financial Consultants, they have the opportunity to practice profiling a client, researching options for a client, and presenting options based on their research.

As they interact with clients in the simulated environment, they can seek the advice of other Financial Consultants and financial planning experts to continue to broaden their knowledge of financial planning and business development.

Description:
Intro Page


Description:
A "correct" response page


Description:
Choose your Action page


Description:
Ask an Expert page


Description:
A "Incorrect" response page


Description:
Note Pad


Description:
Screen Help


Description:
FC Perspectives - Resource of all Expert Clips


Description:
FC Perspectives - Resource of all Expert Clips


Description:
Scenario 2: Preparing the Presentation


Description:
Scenario 2: Choose your Action page.