Complete the process explaining what will be reviewed and when. A simple table is sufficient if you are tight on word count.
These guidelines should help, but above all bear in mind these top three tips:
Article continues after advert
Approach the case study in the same way you would advise a client. Those who are working on unfamiliar ground stand out.
Have courage in your convictions; your job is to advise – make recommendations! The judges want to see what you think the client should do – not what you think they want to see.
The judges’ favourite question is “Why?” Try to answer that for yourself when reviewing your entry before submission.
To enter the Money Management Financial Planner of the Year awards, head to mmawards.co.uk to find the case studies.
Page 3 of 3
