30 minutes to prepare, 15 to present, judged on 5 performance indicators in financial services.
Career cluster
Finance
Format
Roleplay
Participants
2 people
Preparation
30 minutes
Presentation
15 minutes
Performance indicators
5, worth 10 points each
Judge questions
2
4 practice roleplays for Financial Services Team Decision Making
Written by DUZZ in the format of a real district case: an event situation, the instructional area, the 5 performance indicators the judge scores, and the two questions asked at the end. Practise any of them out loud in the app and get scored against the 2026 evaluation form.
Financial AnalysisICDC level
The Branch That Does Not Pay for Itself
The setting
EASTGATE CREDIT UNION's smallest branch loses money every year. It serves a rural town a long way from the nearest alternative, and most of the members who use it have banked there their whole lives.
Your role
You and your partner are to assume the roles of associates at EASTGATE CREDIT UNION.
Your task
The chair (judge) wants you to recommend what happens to the branch. Describe the role financial institutions play in a community like this one, demonstrate the financial analysis that shows what the branch costs and returns, demonstrate the budgeting applications each option implies, discuss the importance of corporate governance in an institution owned by its members, and explain the responsibilities finance professionals carry in providing client services there.
Performance indicators
Describe the role of financial institutions.
Demonstrate financial analysis applications.
Demonstrate budgeting applications.
Discuss the importance of corporate governance in business.
Explain the responsibilities of finance professionals in providing client services.
The judge will ask
1.Is a credit union obliged to run an unprofitable branch? Defend your answer.
2.What alternatives short of closing would you put to the board?
Financial AnalysisICDC level
The Application That Does Not Add Up
The setting
A restaurant owner has applied to HARBOURSIDE BANK for an expansion loan. The tax returns show a thin margin, and the owner has explained that the real numbers are better because a good deal of the business is cash that was not fully reported.
Your role
You and your partner are to assume the roles of commercial lending associates at HARBOURSIDE BANK.
Your task
The chair (judge) wants you to recommend what the bank does. Describe the techniques used to analyze this customer's financial information, explain the role of ethics in financial-information management given what you have been told, demonstrate the financial analysis the bank can actually support, discuss the legal considerations in the finance industry that bear on it, and explain the role of ethics in managing the risk the bank would be taking.
Performance indicators
Describe techniques used to analyze customer financial information.
Explain the role of ethics in financial-information management.
Demonstrate financial analysis applications.
Discuss legal considerations in the finance industry.
Explain the role of ethics in risk management.
The judge will ask
1.What do you say to an applicant who tells you the returns understate the business?
2.Is there a version of this loan you could approve?
Financial AnalysisICDC level
Selling a Product the Customer Does Not Need
The setting
MERIDIAN FINANCIAL pays branch staff a bonus on sales of a packaged account. A review shows it was sold heavily to customers whose circumstances mean they gain nothing from any feature it includes. Nobody broke a rule.
Your role
You and your partner are to assume the roles of associates at MERIDIAN FINANCIAL.
Your task
The head of retail banking (judge) wants you to recommend what happens. Explain the role of ethics in financial-information management when an incentive produces exactly what it rewards, describe the techniques that should have been used to analyze customer financial information before recommending, explain the responsibilities finance professionals carry in providing client services, explain the role of ethics in risk management here, and describe the components of a well-governed company that would have prevented it.
Performance indicators
Explain the role of ethics in financial-information management.
Describe techniques used to analyze customer financial information.
Explain the responsibilities of finance professionals in providing client services.
Explain the role of ethics in risk management.
Describe the components of a well-governed company (e.g., board of directors, reporting, transparency, internal and external audit functions).
The judge will ask
1.Do you refund the customers who gained nothing? Defend it.
2.How would you redesign the incentive?
Financial AnalysisICDC level
Unusual Activity on a Long-Standing Account
The setting
An elderly customer of CEDAR VALLEY BANK has made a series of large transfers overseas over several weeks. She insists they are legitimate, becomes upset when questioned, and another transfer is scheduled for Friday.
Your role
You and your partner are to assume the roles of associates at CEDAR VALLEY BANK.
Your task
The branch manager (judge) wants you to recommend what the bank does. Describe the use of technology in risk management and how a pattern like this should be caught, discuss the legal considerations affecting what the bank may and may not do, describe the techniques used to analyze the customer's financial information, explain the responsibilities finance professionals carry toward a client who does not want help, and discuss the nature and scope of compliance in the finance industry.
Performance indicators
Describe the use of technology in risk management.
Describe techniques used to analyze customer financial information.
Explain the responsibilities of finance professionals in providing client services.
Discuss the nature and scope of compliance in the finance industry.
The judge will ask
1.Can the bank refuse Friday's transfer? Should it?
2.How would you raise this with the customer without losing her trust?
Practise Financial Services Team Decision Making with an AI judge
Free accounts get three graded roleplays a week: you present out loud, DUZZ records you and scores you against the same 2026 form a real judge uses — performance indicators, the solution criteria, the career competencies and overall impression.