2nd year GCSE students took part in the Discover Fortunes event on 28th February 2020. The Discover Fortunes game consists of taking up to six teams of students through a classroom role play process where they practice the skills of financial planners. The whole game session is designed to inspire participants to look at the world of financial planning in a new way and to spur them towards career pathways into the sector.
Thursday, 05 Mar 2020
1 Minute Read
Over a 90-minute period the teams compete during five game rounds to correctly plan five different client portfolios. They do this by first ‘meeting’ clients in the form of watching short, snappy animations where the client characters introduce themselves. Teams then review further client information in the game’s ‘client wallets’. They first decide on their client’s risk profile before agreeing on the correct portfolio plan for each client by placing four coloured coins on a board which simplifies an individual’s financial planning options in to four ‘baskets’ consisting of Protection, Pension, Savings and Investments.
