Client goals and constraints
Use client goals and constraints to make decisions inspectable.
What you should be able to do
Independently: Document a fictional client’s goals, horizon, liquidity and risk constraints.
Suggested prerequisites
A short guide
Use client goals and constraints to make decisions inspectable. Document a fictional client’s goals, horizon, liquidity and risk constraints. Read the indicated source section, identify its key concepts and conditions, and work through the example. Record inputs, sources, units and assumptions. Keep your method separate from the result, mark unanswered questions, and review the output against the checklist.
An example
Tuition needed within a year has a different horizon from retirement assets.
Your task
Document a fictional client’s goals, horizon, liquidity and risk constraints.
Start with this source
Read the indicated section relevant to client goals and constraints and complete the foundation task.
This source is awaiting renewed review. Try the task above and adjacent skills; reviewed sources will appear here.
Your learning checklist
Required items: 0 / 10 completed or already known
Next: Read a role through its responsibilities
Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.