COMPONENT 2

For this milestone, submit a draft of the client presentation you will complete for Component 2 of the final project. Using presentation software such as PowerPoint, you will document the portfolio of stocks. The presentation should outline an investor policy statement to be reviewed with the client, specifying your responsibilities as a financial advisor and the clients expectations with regard to portfolio strategies, asset allocation, risk tolerance, liquidity, the time horizon for the relationship, and other requirements. Component 2 requires a presentation with audio. For this milestone, you can include either audio or speaker notes, but you must include audio for your final submission.

Client Presentation: For the second of the three capstone components, you will develop a professional quality visual presentation (with audio) conveying the results of your portfolio research and analysis to the client. The presentation should clearly lay out an investor policy statement to be reviewed with the client, specifying your responsibilities as a financial advisor and the clients expectations with regard to portfolio strategies, asset allocation, risk tolerance, liquidity, the time horizon for the relationship, and other requirements. It should also provide an overview of the portfolio, including your recommendations and rationale, the rate of return, and the total forecasted earnings of the client over the specified time horizon. Conclude your presentation by suggesting next steps, including additional products the client might be interested in. Remember that you are presenting to a client who has hired you for your expertise but who is unlikely to understand technical jargon. Use appropriate language that is both brief and clear in order to ensure that he fully understands your financial advice.

Guidelines for Submission: Include as many elements of the client presentation (Component 2) as possible. This component will be submitted as an 8- to 10-slide presentation using presentation software such as PowerPoint. Include at least three sources, which should be cited according to APA style.