Mr Carter has requested that I research the financial needs of potential and current Canada Life customers based on their stage in life. I have been given seven generic stages life stages.

Md. Shelim Chowdhury

Financial Services for Individuals

Unit 2

I have been recruited as a Financial Advisor at Canada Life as a School leaver trainee. I will be placed on a comprehensive training campaign but before this begins my new boss, Mr Carter, wishes to ascertain my current financial acumen.

Task 1

Mr Carter has requested that I research the financial needs of potential and current Canada Life customers based on their stage in life. I have been given seven generic stages life stages.

Table 1

Task 2

I have just finished my first week of training at Canada Life. It is clear that the pressure is on to sell products to customers, but it is also clear that the product must be suitable. As a task I have been requested to select what services/ products would be considered appropriate to the likely financial needs of a customer at a given life stage by completing the table below:

Task 3

The Canada Life trainer has been impressed with my previous work. He has now asked me to produce a brief report, using the table format below, to explain the features of the product and justify the suitability of the product for a given age group.

Task 4

I have finished my training and Mr Carter wants to give me one more written test to understand what I have learnt from my training and to determine what customers he will ...