Role Play
Financial Planning
Advise a client on personal finance choices.
Overview
Advise a client on personal finance choices.
2027 Topic
Retirement planning for a 35-year-old salaried professional working internationally.
Format
20-minute prep, 10-minute role play.
Presentation Time
Plan your delivery around these timings. Judges enforce them strictly.
Presentation
10 minutes role play
Q & A
5 minutes judge questions
Prep
20-minute private prep with the case
Judging Rubric
Total score is weighted across the criteria below. Train where the points are.
Client Understanding20%
Financial Strategy30%
Risk & Allocation20%
Communication15%
Q&A Handling15%
Preparation Tips
- Understand tax regimes
- Use SIP / lumpsum logic
- Recommend asset allocation