Finance Student Virtual Work Placements/Projects Course
General
- Diploma; 3rd year
- 15 learners; teams of 3
- 80 hours per learner
- Dates set by experience
- Learners self-assign
Preferred companies
- 4/5 project matches
- Anywhere
- Academic experience
- Any
- Government, Banking & finance, Insurance, Real estate, Business & management
Categories
Skills
Project timeline
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February 1, 2022Experience start
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April 14, 2022Experience end
Overview
- Details
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Students (individually or in teams) are poised to help your business manage your clients achievement of life goals via an integrated approach to managing their finances through; • Credit and Financial Management – assess current financial position, based upon cash flow, credit situation, budget and net worth. • Investment Management – assess assets based on their risk tolerance, time horizon and expected rates of return • Retirement Planning – compare expected lifestyle in retirement to current retirement assets and planned savings • Tax Planning – assess tax obligations and strategies used to minimize or defer taxation • Insurance and Risk Management – manage exposure to unexpected financial loss due to death, health issues, and other risks. • Estate Planning – assess how a client can meet their objectives upon death in an efficient, cost-effective manner • Prepare basic financial planning suggestions for a client situation, integrating and prioritizing these activities listed.
- Learner skills
- Sales & marketing, Business services, Data analysis, Research, Customer service
- Deliverables
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Deliverables will vary depending on the scope of the internship requirements but might include: process maps, stakeholder presentations and executive summaries, financial and other data analysis, written reports with insights and recommendations, and implementation plans that include useable content. The student should complete 70 to 80 hours with your organization by April 13th, 2022.
Project Examples
Students in St. Clair College's Finance program can complete projects for a range of business functions, including strategy, operations, and marketing. Project examples may include, but are not limited to:
1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
9. Co-ordinate the planning, implementation, management and evaluation of team projects.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
An interim and final assessment of the time the student spent with the company.
Mentorship is required. Employers need to be trained/experienced in finance and willing to provide a supportive learning environment.
Be available for a quick phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.
Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address students' questions.