During the workplace experience activities $,$ you were asked to complete the client insight thinktool, based on your own selected client and their current situation.

According to the financial gaps, provide a summary of possible solutions you can propose to the client.

The learner has identified the client's financial gaps, the client's current plans vs$.$ their required aspirations and the learner has prioritised each gap according to its impact on the client: A$($ critical$),$ B $($ high to medium$),$ C $($low$).$

The learner has demonstrated an intent to create value by providing a possible solution to close the identified gap for the client across all goals categories.

goal $1-$ provide and secure

goal $2-$ sustain and grow

goal $3-$ proper and flourish