Nipissing University
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Finanical Planning Consultancy

BFIN 486
Closed
Capilano University
Capilano University
Vancouver, British Columbia, Canada
Morna Fraser
Instructor
3
Timeline
  • October 31, 2019
    Experience start
  • November 29, 2019
    Experience end
Experience
1 projects wanted
Dates set by experience
Preferred companies
Canada
Any
Insurance, Banking & finance

Experience scope

Categories
Accounting
Skills
financial analysis research professional interpersonal and written communication
Learner goals and capabilities

This is an opportunity to mentor students in developing financial planning recommendations for clients.

Learners

Learners
Undergraduate
Any level
25 learners
Project
30 hours per learner
Learners self-assign
Teams of 4
Expected outcomes and deliverables

An executive summary of primary recommendations with detailed dicsussion and alternatives and illustrations in the report.

Project timeline
  • October 31, 2019
    Experience start
  • November 29, 2019
    Experience end

Project Examples

Requirements

Students would do analysis and give recommendations and alternative solutions to help a client reach personal and financial goals.

Additional company criteria

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

  • Q - Checkbox
  • Q - Checkbox
  • Q - Checkbox