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The list of clients

Client 1

Client 2

Client 3

Client 4

Name

Profession

Monthly Salary

Last Year’s Income

Credit Cards Y/N

Total Credit Cards Debt

Owns Car Y/N (Type?)

Estimated Car Value

Monthly Car Payments

Total Amount Owing on Car

Previous Loans Y/N

Monthly Loan Payments

Total Amount Owing on Loans

Owns House Y/N

Value of House

Mortgage Payment

Monthly Payment

Renting Y/N

Monthly Rent

Roles for the clients:

Profession:

You are a waiter. You earn about $500 a month.

Housing:

You rent an apartment. Your monthly rent is $250.

Car:

You don’t own a car.

Credit Cards:

You don’t have a credit card.

Debts:

You don’t have any debts.

Instructions:

Visit your bank and:

  1. Open an account.

  2. Apply for a loan to buy a car.

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