CAPFO - Consortium Apprentissage Expérientiel Francophone de l'Ontario
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Comprehensive Financial Planning for Diverse Client Profiles

FPLN 495
Fermé
Contact principal
Franklin University
Franklin University
Columbus, Ohio, United States
Martina Peng
Chair, Department of Accounting, Finance, and Risk Management
1
Chronologie
  • mars 19, 2025
    Début de expérience
  • avril 13, 2025
    Fin de expérience
Expérience
1/1 match de projet
Dates fixées par le expérience
Entreprises privilégiées
United States
Tout type de entreprise
N'importe qu'elle industrie

Portée de Expérience

Catégories
Services financiers
Compétences
presentations financial planning communication financial strategy quantitative data analysis certified financial planner
Objectifs et capacités de apprenant.es

Franklin University’s Financial Plan Development course offers a unique opportunity for employers to collaborate with final-year students specializing in financial planning. This capstone course integrates comprehensive financial planning skills and knowledge, equipping students to tackle complex, real-world scenarios. Learners will apply their expertise to develop detailed financial strategies for various client profiles, including individuals and families with diverse needs.

Apprenant.es

Apprenant.es
Premier cycle universitaire
Niveau Débutant, Intermédiaire
5 apprenant.es dans le programme
Projet
80 heures par apprenant.e
Les Professeur.euses affectent les apprenant.es à des projets
Équipes de 3
Résultats et livrables attendus

Students are trained to:

  • Demonstrate mastery of financial planning principles.
  • Collect and analyze pertinent qualitative and quantitative data.
  • Develop and communicate effective financial plans using CFP Board Financial Planning Practice Standards.

Employers can expect:

  • Regular communication with students for guidance and feedback.
  • Provision of necessary project details and access to relevant information.
  • Engagement in virtual final presentations and provision of professional feedback on student work via the Riipen platform.


Chronologie du projet
  • mars 19, 2025
    Début de expérience
  • avril 13, 2025
    Fin de expérience

Exemples de projets

Retirement Planning for individuals and families, including self-Employed Individuals: Perform retirement planning analysis for clients, addressing retirement planning needs and develop an implementation plan.

Education Planning: Developing an education funding strategy for families who want to support their children’s college education.

Estate Planning for families: Create a comprehensive estate plan for clients, focusing on tax-efficient wealth transfer plans and long-term care.

Financial Strategy for Families with Special Needs Children: Formulate a financial plan to support families with special needs children, considering educational and care-related expenses.

Financial Plan for Couples with Previous Marriages: Design a financial strategy for blended families, addressing financial integration and inheritance issues.

Planning for Young Professionals: Develop a financial plan tailored to young professionals, focusing on career development, debt management, and investment strategies.

Critères supplé mentaires pour entreprise

Les entreprises doivent répondre aux questions suivantes pour soumettre une demande de jumelage pour cette expérience:

  • Q1 - Texte court
    What types of data or information will be available to students for the project?  *
  • Q2 - Texte court
    How will you support regular communication and provide feedback to students throughout the project?  *