Relationship Selling
General
- Undergraduate; 2nd year
- 30 learners; individual projects
- 5 hours per learner
- Dates set by experience
- Learners self-assign
Preferred companies
- 1 projects wanted
- Canada
- Academic experience
- Any
- Any
Categories
Skills
Project timeline
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September 20, 2021Experience start
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September 21, 2021Project Scope Meeting
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October 9, 2021Discovery
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October 23, 2021Recommendations
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November 1, 2021Experience end
Timeline
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September 20, 2021Experience start
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September 21, 2021Project Scope Meeting
Meeting between students and company to confirm: project scope, communication styles, and important dates.
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October 9, 2021Discovery
Students are to complete the Discovery with the organization by October 8th. This can either be recorded as a video chat and then sent to the instructor, or the Instructor must be invited to the call. Students will conduct a discovery call with the organization to determine the needs of the client.
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October 23, 2021Recommendations
Students will provide a preliminary list of recommendations and next steps, based on the Discovery conducted a few weeks prior.
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November 1, 2021Experience end
Overview
- Details
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Looking to deliver financial advice to individual clients, or your employees? Bring on students from the Southern Alberta Institute of Technology in the Finance Department to be your student-consultants, in a project-based experience.
This is an opportunity to mentor students, as well as benefit from having teams of financial planning students analyze and research the best recommendations/alternatives to help your clients reach their goals. Let the students come up with creative recommendations and a professional financial plan to offer your clients.
Students in this program will have experience with financial product-based role plays, and will employ all elements of the model with the ultimate objective to utilize these skills in a real world setting. Ethical practices in the financial services industry will be examined with an emphasis on the Canadian Financial Planners code of ethics.
- Learner skills
- Financial advising, Financial planning, Finance, Ethical standards and conduct, Financial services, Research
- Deliverables
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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 Examples
Examples of projects could include situations where financial advisors could add value to their clients by offering to produce a financial plan with robust recommendations for special client situations.
The students could work on any kind of client scenario where a financial plan is needed to provide options for managing debt and improving cash flow, saving for a home, reaching retirement goals, ensuring clients are financially secure, or developing estate planning and risk management recommendations.
The primary objective of this experience is to have students work individually with a mentor, where they will have the opportunity to complete a discovery call to determine a client's needs, and then offer some initial recommendations.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Be available for a quick phone/virtual call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.
Provide a dedicated contact person who is available for weekly/bi-weekly drop-ins to address students’ questions as well as periodic messages over the duration of the project.
Be available for at least 2 follow-up meetings with the students to monitor progress, clarify doubts, and answer questions.
Provide an opportunity for students to present their work and receive feedback.
Provide relevant information/data as needed for the project.