Personal Financial Planning Fall 2024
General
- Undergraduate
- 95 learners; teams of 4
- 20 hours per learner
- Dates set by experience
- Learners self-assign
Preferred companies
- 1 projects wanted
- Canada
- Academic experience
- Large enterprise
- Banking & finance
Categories
Skills
Project timeline
-
October 1, 2024Experience start
-
November 30, 2024Experience end
Overview
- Details
-
Beginning in September 2024, students with theoretical and practical knowledge regarding personal finances can assist your organization with: financial planning including budgeting, personal taxation principles, the use and cost of credit, the importance of saving, investment strategies, retirement planning, estate planning, real estate and mortgages, and the use of property and life insurance.
- Learner skills
- Business services, Business consulting, Data analysis, Personal financial planning, Research
- Deliverables
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Presentation video
Personal financial plan document
Written report
Project Examples
Student examples include but are not limited to:
- Evaluation of the personal financial planning needs for a new client.
- Creation of a personal financial plan for a new client.
- Provide evidence-based recommendations for improving the day-to-day work of an advisor.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Be available for a online presentation to students to introduce the project.
Be available for a quick phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.
Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address students' questions.