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Financial Planning Consultancy W22

FINC 4370
Closed
Douglas College
Douglas College
New Westminster, British Columbia, Canada
MF
Morna Fraser
Instructor
3
Timeline
  • February 15, 2022
    Experience start
  • April 12, 2022
    Experience end
General
  • Undergraduate; 4th year, Other
  • 20 learners; teams of 4
  • 30 hours per learner
  • Dates set by experience
  • Learners self-assign
Preferred companies
  • 1/1 project matches
  • Canada
  • Academic experience
  • Any
  • Insurance, Banking & finance
Categories
Accounting Financial services Investment
Skills
financial analysis research professional interpersonal and written communication
Project timeline
  • February 15, 2022
    Experience start
  • April 12, 2022
    Experience end
Overview
Learner goals and capabilities

This would apply to companies which deliver financial advice to individual clients or to their employees.

This is an opportunity to mentor students as well as benefit from having teams of financial planning students analyse and research the best recommendations and alternatives to help your clients reach their goals. Let the students come up with creative recommendations and a professional financial plan to offer your clients.

Expected outcomes and deliverables

An executive summary of primary recommendations with detailed discussion and alternatives and illustrations in the full financial plan.

Project Examples

Examples of projects could include situations where financial advisors could add value to their clients by offering to produce a financial plan with robust recommendations for special client situations. It could also be useful for companies that offer robust financial planning services to employees as part of their employee benefits.

The students could work on any kind of client scenario where a financial plan is needed to provide options for managing debt and improving cash flow, saving for a home, reaching retirement goals, ensuring clients are financially secure, or developing estate planning and risk management recommendations.

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address questions about required information on case details.

Be available for a phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.