Situation 1 - Anna completed her post-graduation two years ago, she is working in a leading company. She is keen to save money and is looking for a suitable investment option. You are a financial advisor, advise Anna about her investment options., Situation 2 - Linda and Tom are in their fifties, both of them have stable jobs. They are concerned about their life after retirement. They do not have any information about investment options related to retirement. You are a financial advisor, advise Linda and Tom about his investment options., Situation 3 - Simon has a 10 years old daughter, the family moved to Canada in 2020. Simon wants his daughter to get higher education in Canada. You are a financial advisor, advise Simon about his investment options., Situation 4 - Tim received an email about a free subscription to a health product and is interested to try it out. He tells you about the product and then mentions that they asked for his credit card as a backup but they won’t charge him., Situation 5 - Julie was house cleaning and has put all of her paper files and bank statements in a garbage bag to throw out. You come to her place just as she is about to put out her garbage., Situation 6 - You are in the computer lab with your friend Tanya. She told you that she just got a friend request on Facebook from someone but she is not sure who it is. This person sent her a link to an interesting website and she is curious to see what it is., Situation 7 - John just signed up for a new credit card. He told you that he got a phone call yesterday from a company that said they needed his SIN number in order to verify some information. He wonders if he needs to provide it in order to get the credit card.,

Assessment - Role play

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