Personal Financial Planning Fall 2024
Timeline
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October 22, 2024Experience start
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December 6, 2024Experience end
Experience scope
Categories
Financial services Investment CommunicationsSkills
business services data analysis personal financial planning researchBeginning in September 2024, students with theoretical and practical knowledge regarding personal finances can engage with your organization in a comprehensive financial planning simulation including budgeting, personal taxation principles, the importance of saving, investment strategies, retirement planning, and real estate and mortgages.
Learners
Presentation video
Personal financial plan document
Written report
Project timeline
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October 22, 2024Experience start
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December 6, 2024Experience end
Project Examples
Requirements
Students will help satisfy your corporate social responsibility goals related to financial literacy and engagement with post-secondary educational institutions. The simulation exercise includes:
- Evaluation of the personal financial planning needs of a new client.
- Creation of a personal financial plan for a new client.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Be available to judge student presentations.
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.
Are you a large financial institution that provides investment advice and sells investment products?
Do you employ investment advisors in Prince Edward Island?
Timeline
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October 22, 2024Experience start
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December 6, 2024Experience end