Personal Financial Planning Winter 2025
BUS 3340
Closed
Charlottetown, Prince Edward Island, Canada
Timeline
-
January 17, 2025Experience start
-
April 5, 2025Experience end
Experience
1/1 project matches
Dates set by experience
Preferred companies
Canada
Large enterprise
Banking & finance
Experience scope
Categories
Financial services Investment CommunicationsSkills
business services data analysis personal financial planning researchBeginning in January 2025, 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.
Students
Students
Undergraduate
Intermediate levels
50 Students
Project
25 hours per Student
Students self-assign
Teams of 4
Presentation video
Personal financial plan document
Written report
Project timeline
-
January 17, 2025Experience start
-
April 5, 2025Experience 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:
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Q1 - Checkbox
Q2 - Checkbox
Q3 - Checkbox
Q4 - Checkbox
Q5 - Checkbox
Timeline
-
January 17, 2025Experience start
-
April 5, 2025Experience end