genuinecfa

If you are giving the advice to the bank and simply stating to the bank that you’ve established that the PV is X under discount rate assumption Y, then you’re fine.
If you are giving the advice to the end client, then you have to consider not simply the accuracy of the prospectus, but also investment suitability for the client, which means understaning their financial objectives and risk tolerance and how it fits into their other investments, letting them ask you questions and making an honest effort to gauge whether the client is asking the right questions for their financial situation.  And, typically, all of this ultimately requires rendering some kind opinion, along with a statement of what the risks are.
That’s what the CFA standards of practice say.  As far as whether it’s good enough for the judge, that’s a different story.  Will the judge decide that CFA is equivalent to a financial planner?  It’s probably the bank that faces the liability there, not you, but it is still worth considering.