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Finance Student Virtual Work Placements/Projects Course
FIN 611
Students (individually or in teams) are poised to help your business manage your clients achievement of life goals via an integrated approach to managing their finances through; • Credit and Financial Management – assess current financial position, based upon cash flow, credit situation, budget and net worth. • Investment Management – assess assets based on their risk tolerance, time horizon and expected rates of return • Retirement Planning – compare expected lifestyle in retirement to current retirement assets and planned savings • Tax Planning – assess tax obligations and strategies used to minimize or defer taxation • Insurance and Risk Management – manage exposure to unexpected financial loss due to death, health issues, and other risks. • Estate Planning – assess how a client can meet their objectives upon death in an efficient, cost-effective manner • Prepare basic financial planning suggestions for a client situation, integrating and prioritizing these activities listed.
Virtual Finance Student Placements
FIN 611
Students (individually or in teams) are poised to help your business manage your clients achievement of life goals via an integrated approach to managing their finances through; • Credit and Financial Management – assess current financial position, based upon cash flow, credit situation, budget and net worth. • Investment Management – assess assets based on their risk tolerance, time horizon and expected rates of return • Retirement Planning – compare expected lifestyle in retirement to current retirement assets and planned savings • Tax Planning – assess tax obligations and strategies used to minimize or defer taxation • Insurance and Risk Management – manage exposure to unexpected financial loss due to death, health issues, and other risks. • Estate Planning – assess how a client can meet their objectives upon death in an efficient, cost-effective manner • Prepare basic financial planning suggestions for a client situation, integrating and prioritizing these activities listed.