Cape Breton 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
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
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

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

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

Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address students' questions.

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.

Industry partner would need to be avilable for one hour to connect remotely with class at beginning and middle of project.