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Professional Edge: Investment Plan Design and Presentation

Friday, February 15 at 9:00am to 12:00pm

Chiles, Computing Center
925 E 13th Avenue, Eugene, OR 97403

Being able to understand client needs, research investment options, develop an investment plan and communicate the plan to a client are all key elements of the role of a financial advisor. Through this short course, you will practice both the hard and soft skills necessary for this process, including using Morningstar Direct, an investment analysis platform built for asset management and financial services professionals.

Using mock client data, you will:

  • Use Morningstar Direct to prepare an analysis of current holdings, conduct research and create reports of in-depth portfolio data
  • Create a proposed portfolio with an excel linked document
  • Create a side by side comparison of a current portfolio versus a proposed portfolio
  • Present an investment plan to a mock client in a manner that is clear to the average consumer of financial products

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