Scenario Learning: A Powerful Tool For the 21st Century Planner

Ellis, Jeff; Feinstein, Steve; Stearns, Dennis
April 2000
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p82
Academic Journal
Scenario learning—a technique that predicts multiple possible outcomes—was in existence long before there were financial planners. But it is carving a niche in financial planning practice, helping advisors help their clients understand how they can influence their financial futures. This article explains two different approaches to scenario learning and demonstrates ways to develop these possible futures for financial planning clients.


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