Client Analysis

PLEASE NOTE, ALL INSTRUCTIONS ON HOW TO COMPLETE THE ASSIGNMENT IS ATTACHED

Prompt: This milestone involves creating a draft of the client analysis section of the final project. Use the Final Project Scenarios document, which has the client scenarios and tables needed to complete the final project.

Specifically, the following critical elements must be addressed in this milestone:

I. Client Analysis: In this section, you will analyze your clients’ financial documentation and determine their risk tolerance and objectives. To effectively address the critical elements in this section, you must analyze the information for both client one and client two.

A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your analysis with relevant client information.

1. Explain the clients’ risk tolerances.

2. Explain the clients’ return objectives.

3. Explain the clients’ liquidity objectives.

B. Using the three objectives above, write a brief investment statement classifying the clients into one of the following categories: growth, income, or capital preservation. Justify your response with specific client information.

Rubric

Guidelines for Submission: Your client analysis should a 2- to 4-page Microsoft Word document, double spaced, with 12-pt. Times New Roman font, one-inch margins, and citations cited in APA format.

 

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