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This is a group presentation that will allow you to explore LO3: Compare and contrast various investment vehicles appropriate to individual financial planning goals. Instructions

This is a group presentation that will allow you to explore LO3: Compare and contrast various investment vehicles appropriate to individual financial planning goals. Instructions Part 1 - Outline the Investor Profile Create a profile of an investor that will be the basis for your recommendations in Part 2. This is a hypothetical investor, and you can mash-up, average, or pick one of the people in your group for the profile. Include the following: 1. Risk Tolerance 2. Investment Time Horizon 3. Age 4. Investment Objectives 5. Financial Situation Part 2 Recommendations on a Diversified Investment Portfolio Based on the investor profile you created, create a diversified portfolio, including an analysis of why the investment is a good choice based on your Investor profile from Part 1.

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