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Comprehensive Financial Planning for Diverse Client Profiles

FPLN 495
Open Closing on January 7, 2025 / 2 spots left
Franklin University
Franklin University
Columbus, Ohio, United States
Martina Peng
Chair, Department of Accounting, Finance, and Risk Management
1
Timeline
  • January 14, 2025
    Experience start
  • April 13, 2025
    Experience end
Experience
2 projects wanted
Dates set by experience
Preferred companies
United States
Any company type
Any industries
Categories
Financial services
Skills
presentations financial planning communication financial strategy quantitative data analysis certified financial planner
Learner goals and capabilities

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.

Learners
Undergraduate
Beginner, Intermediate levels
12 learners
Project
80 hours per learner
Educators assign learners to projects
Teams of 4
Expected outcomes and deliverables

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.


Project timeline
  • January 14, 2025
    Experience start
  • April 13, 2025
    Experience end
Project Examples

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.

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

What types of data or information will be available to students for the project?

How will you support regular communication and provide feedback to students throughout the project?