Gino Bordignon
Professor, Business -
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St. Clair College
St. Clair College
Windsor, Ontario, Canada

Finance Student Virtual Work Placements/Projects Course

FIN 611

Feb 1, 2022 - Apr 14, 2022

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.

Matches 4
Category Communications + 4
Closed
St. Clair College
St. Clair College
Windsor, Ontario, Canada

Virtual Finance Student Placements

FIN 611

Feb 10, 2021 - Apr 15, 2021

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.

Matches 6
Category Communications + 2
Closed