10 minutes to prepare, 10 to present, judged on 4 performance indicators in finance fundamentals.
Career cluster
Finance
Format
Roleplay
Participants
1 person
Preparation
10 minutes
Presentation
10 minutes
Performance indicators
4, worth 12 points each
Judge questions
2
4 practice roleplays for Principles of Finance
Written by DUZZ in the format of a real district case: an event situation, the instructional area, the 4 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 AnalysisDistrict level
The Account That Keeps Going Overdrawn
The setting
A customer at NORTHBANK has gone overdrawn several times in the last few months, each time in the days before they are paid and each time by a small amount. They believe the bank is taking advantage of them.
Your role
You are to assume the role of a personal banking associate at NORTHBANK.
Your task
The customer (judge) wants you to explain what is happening and what can be done about it. Explain the forms of financial exchange available and how the timing of each differs, explain the purposes and importance of credit and where it might fit here, develop a personal budget that matches the customer's pay cycle, and describe the sources of income and compensation that shape it.
Performance indicators
Explain forms of financial exchange (cash, credit, debit, electronic funds transfer, etc.).
Explain the purposes and importance of credit.
Develop personal budget.
Describe sources of income and compensation.
The judge will ask
1.Why do I keep going overdrawn if I earn enough?
2.What would you set up for me today?
Financial AnalysisDistrict level
The First Credit Card
The setting
A young customer at MERIDIAN CREDIT UNION has been pre-approved for their first credit card. They want it mainly for buying things online, they work part time, and nobody has ever explained to them what a card actually is.
Your role
You are to assume the role of a personal banking associate at MERIDIAN CREDIT UNION.
Your task
The customer (judge) wants you to explain the card before they decide. Explain the purposes and importance of credit and what building it is worth, explain the legal responsibilities associated with consumer credit, explain how a credit card differs from the other forms of financial exchange they already use, and develop a budget for using the card without carrying a balance.
Performance indicators
Explain the purposes and importance of credit.
Explain legal responsibilities associated with consumer financial products and services.
Explain forms of financial exchange (cash, credit, debit, electronic funds transfer, etc.).
Develop personal budget.
The judge will ask
1.What happens if I only pay the minimum each month?
2.Should I take the full limit they have offered me?
Financial AnalysisDistrict level
Two Offers, Different Shapes
The setting
A client has two job offers. One pays a salary and includes health cover and a retirement contribution; the other pays more on paper as a contractor, with none of that and no paid leave. The larger number is the one they keep looking at.
Your role
You are to assume the role of a financial associate at HARBOUR FINANCIAL.
Your task
The client (judge) wants you to help them compare the offers. Describe the sources of income and compensation each offer represents, develop the personal budget each one actually supports, explain how you would set financial goals that either path has to serve, and explain the nature of the tax liabilities that differ between an employee and a contractor.
Performance indicators
Describe sources of income and compensation.
Develop personal budget.
Set financial goals.
Explain the nature of tax liabilities.
The judge will ask
1.Which offer is worth more? Take me through how you got there.
2.What would change your answer?
Financial AnalysisDistrict level
Saving for Something Two Years Out
The setting
A client wants to buy a vehicle in about two years and has been keeping everything in a current account that pays nothing. They have never worked out whether what they set aside each month will actually get them there.
Your role
You are to assume the role of a financial associate at CEDAR TRUST.
Your task
The client (judge) wants you to build them a plan. Explain how you would set the financial goal in terms they can hold themselves to, develop the personal budget that supports it, explain the need to save and invest rather than leave money in a current account, and explain the time value of money as it applies over the next two years.
Performance indicators
Set financial goals.
Develop personal budget.
Explain the need to save and invest.
Explain the time value of money.
The judge will ask
1.Where should this money actually sit for two years?
2.What do I do if I am not going to get there in time?
Practise Principles of Finance 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.