Personal Finance Planning
Timeline
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August 15, 2021Experience start
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August 21, 2021Project Scope Meeting
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August 28, 2021Experience end
Timeline
-
August 15, 2021Experience start
-
August 21, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
August 28, 2021Experience end
Experience scope
Categories
AccountingSkills
financial analysis planning strategy recommendationsUDo you have a personal finance challenge you want to tackle? Our students are from University Canada West can support you to address a challenge or opportunity of your choice.
What can our students do for you? They will provide you with recommendations and alternatives to help you reach your goals. Let the students come up with creative recommendations and a professional plan!
Learners
Deliverables will vary depending on the scope of the partnership. However, these deliverables must be discussed and agreed upon prior to the start of the work period.
Project timeline
-
August 15, 2021Experience start
-
August 21, 2021Project Scope Meeting
-
August 28, 2021Experience end
Timeline
-
August 15, 2021Experience start
-
August 21, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
August 28, 2021Experience end
Project Examples
Requirements
Beginning in July students in groups of 3-5 will work with your company to identify your needs and provide actionable recommendations, based on their in-depth research and analysis.
Project examples that students can complete may include, but are not limited to:
- Budgeting, personal taxation principles
- Assessment of the use and cost of credit
- Recommending investment strategies, retirement planning, estate planning, real estate and mortgages
- Recommending the potential use of property and life insurance
- Recommendations on simple interest, compound interest, annuities, amortization, sinking funds, statistical methods
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
-
August 15, 2021Experience start
-
August 21, 2021Project Scope Meeting
-
August 28, 2021Experience end
Timeline
-
August 15, 2021Experience start
-
August 21, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
-
August 28, 2021Experience end