SAIT

Calgary, Alberta, Canada

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.