You have been selected to help someone invest for a specific
purpose. The class will be divided into groups of two and will be
given a scenario. The different careers that you may be
given are a famous person (actor, singer, sports person, etc.),
doctor, teacher and plumber. The scenario will tell you what age
they are now, their purpose of investing and when they need to
reach their goal, their salaries and how much they can give you
to invest.
Once you are given the scenario, you must decide which mutual
fund is best for them, taking into account their motivation for
investing and their perception of the mutual fund. To do this, you
must thoroughly research the fund and its makeup, the history
and the projected future outlook.
When the research is complete, you must present to your
professional what you suggest for them. The presentation must
include a visual of your choice (graphs, powerpoint, brochure,
etc.). This must be a group decision. The goal of the
presentation is to get the audience to feel that you have picked
the best possible choice for them.
