High School

Financial Consulting

FCE

Professional Selling and Consulting
Finance

Overview

In the Financial Consulting event, participants will organize and deliver a consultation for one or more products/services/customers. For 2022-2023 you will assume the role of a financial consultant to a local bank or credit union. The bank or credit union is looking to close some of its brick-and-mortar locations and transition more of its services to an online/virtual platform. The bank or credit union is seeking your recommendation on what services could be transitioned to an online-only banking platform without compromising customer service to its customers.

Participants

1

Exam

Finance

Written Entry Page Limit

Appear Before a Judge

Consultation

Prep Time

Interview Time

15
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