Team 1
0
Team 2
0
Teams
Name
Score
1
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3
4
5
6
7
8
9
10
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×
banana
Go to last place!
Oops!
×
star
Double points!
Okay!
×
fairy
Take points!
5
10
15
20
25
×
thief
Give points!
5
10
15
20
25
25
×
the division of investment sinto stocks, bonds and ther investment products
ASSET ALLOCATIONS
Oops!
Check
Okay!
Check
20
×
how willing is a client to lose money
RISK ASSESSMENT
Oops!
Check
Okay!
Check
20
×
a situation where an individual allows private interests to improperly affect professional decisions
CONFLICT OF INTEREST
Oops!
Check
Okay!
Check
20
×
a summary of a clientâs investments and investing style
INVESTOR PROFILE
Oops!
Check
Okay!
Check
15
×
protect people against losses
INSURANCE PRODUCT
Oops!
Check
Okay!
Check
×
lifesaver
Give 20 points!
Oops!
×
shark
Other team loses 15 points!
Okay!
×
shark
Other team loses 25 points!
Okay!
×
thief
Give points!
5
10
15
20
25
20
×
helps people raise money for retirement, advises how to invest for the future
FINANCIAL PLANNING
Oops!
Check
Okay!
Check
×
thief
Give points!
5
10
15
20
25
×
magnet
Take 5 points!
Okay!
×
gift
Win 25 points!
Okay!
×
banana
Go to last place!
Oops!
20
×
money paid to a professional for selling a product or service
COMMISSION
Oops!
Check
Okay!
Check
15
×
a professional who is paid to help individuals and corporations to manage their money through investments, insurance and retirement plans
FINANCIAL ADVISOR
Oops!
Check
Okay!
Check
20
×
the advisor is paid derectly by the client instead of earning a commission
FEE â ONLY
Oops!
Check
Okay!
Check
×
Restart
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