Supervised development of comprehensive financial plans for clients using industry-standard software and protocols.
About this course
This course brings together everything you have learned in the Financial Planning program. You will work under supervision to develop comprehensive financial plans for real or simulated clients, using the same industry-standard software and protocols that professional planners use every day. You will practice gathering client data, analyszing financial situations, and recommending strategies that cover insurance, investments, tax, and estate planning.
Who takes this course
This course is designed for students in the Financial Planning program who have completed their foundational planning courses and are ready to apply their knowledge in a practical setting. The practicum experience prepares you for professional practice and certification requirements.
Credits: 3 · Hours: 90
Prerequisites
- FINA 5100 Financial Planning Fundamentals
- FINA 5150 Insurance Planning Strategies
- FINA 5210 Investment Planning Portfolio
- FINA 5230 Taxation for Planners
- FINA 5730 Estate Planning Techniques
Learning outcomes
- Integrate financial planning principles to create comprehensive client plans
- Apply industry-standard software tools for financial modelling and analysis
- Evaluate client financial situations and recommend appropriate strategies
- Communicate complex financial concepts clearly to diverse clients
- Demonstrate professional ethics and regulatory compliance in planning scenarios
Evaluation
| Component | Weight (%) |
| Comprehensive financial plan project | 40 |
| Client presentation and defence | 20 |
| Mid-term case study analysis | 15 |
| Participation and peer feedback | 15 |
| Final practicum exam | 10 |