Personal Financial Planning
Timeline
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February 14, 2021Experience start
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February 23, 2021Project Scope Meeting
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March 13, 2021Midpoint Check-in
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March 31, 2021Experience end
Timeline
-
February 14, 2021Experience start
-
February 23, 2021Project Scope Meeting
Course instructor provides students with comprehensive information to confirm: project scope, communication styles, and important dates.
-
March 13, 2021Midpoint Check-in
Meeting between students and course instructor (on behalf of the company) for midpoint check-in.
-
March 31, 2021Experience end
Experience scope
Categories
Accounting Communications Market researchSkills
business services business consulting data analysis personal financial planning researchBeginning in January 2021, 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.
Learners
Presentation video
Personal financial plan document
Written report
Project timeline
-
February 14, 2021Experience start
-
February 23, 2021Project Scope Meeting
-
March 13, 2021Midpoint Check-in
-
March 31, 2021Experience end
Timeline
-
February 14, 2021Experience start
-
February 23, 2021Project Scope Meeting
Course instructor provides students with comprehensive information to confirm: project scope, communication styles, and important dates.
-
March 13, 2021Midpoint Check-in
Meeting between students and course instructor (on behalf of the company) for midpoint check-in.
-
March 31, 2021Experience end
Project Examples
Requirements
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:
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Timeline
-
February 14, 2021Experience start
-
February 23, 2021Project Scope Meeting
-
March 13, 2021Midpoint Check-in
-
March 31, 2021Experience end
Timeline
-
February 14, 2021Experience start
-
February 23, 2021Project Scope Meeting
Course instructor provides students with comprehensive information to confirm: project scope, communication styles, and important dates.
-
March 13, 2021Midpoint Check-in
Meeting between students and course instructor (on behalf of the company) for midpoint check-in.
-
March 31, 2021Experience end