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Case study : Walter Gannon ??

Discussion in 'Financial Planning Study Group' started by Maask, 17th Dec, 2010.

  1. Maask

    Maask New Member

    17th Nov, 2010
    Hi everyone,
    Currently I am working the SOA of Walter Gannon, i have some questions about this case!!
    I am not sure about the risk profile and the assets allocation part
    and should I make the SOA just like the one in the case study from the study notes ??
    I want to know that because I am not working in any financial firm at the moment, therefore sometime it is confusing and I cannot find anyone to ask about it.

    Thank you