Financial planning case study canada

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In the first phase of the competition, all student teams will be given profiles for two hypothetical clients and must prepare a comprehensive financial plan. After the first phase is judged and awarded, the top eight teams will advance to the next phases of the competition to be held in in the fall. All teams must orally present their case studies to a panel of judges and participate in the "How Do You Know? The top three winning teams will be awarded a monetary scholarship for their school. In recognition for the hours of research, application and presentation preparation, CFP Board will provide each team member hours toward the Experience requirement leading to certification. Students participating in phase 1 will be awarded 20 hours.
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Financial Planning Challenge

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Financial planning time value of money case study

More Information. Are you looking for Financial Planning courses? Here you can find course providers offering full-time, part-time, online or distance learning options. Choose the right institution in Canada for you or alternatively, try using our course matcher tool to identify the best institution for your study criteria. COVID update: Look out for institutions that deliver courses online first and move to on-campus delivery later. More Information Are you looking for Financial Planning courses? Conestoga College Canada.
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CFP Exam Prep Practice Questions, Mock Exams and Study Notes

The questions require you to have an extensive knowledge of all aspects of personal financial planning and apply it to client situations described in multiple-choice questions. You will become familiar with the format of the questions: the simple ABCD and the combination questions. The concepts, definitions, calculations required to answer each question are included and the solutions explain why each answer is right or wrong. The case studies are 6 or 7 pages long including 2 pages of financial statements. To be successful, you must become familiar with the format of the case studies and questions.
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Shikhar is a 24 year old young guy who has just completed his studies and has recently entered the corporate world. He lives with his parents, thus has no rent expense, his education was funded by his parents, so no loans to worry about. He takes care of his own expenses and also helps out a little with the household expenses. A typical urban Indian youngster but with a crucial difference.
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