Ivey Publishing
Smith Family Financial Plan (B)
Product Number:
9B13N006
Publication Date:
07/17/2013
Revised Date:
05/24/2013
Length:
6 pages (5 pages of text)
Product Type:
Supplement
Source:
Ivey
This is a supplement to Smith Family Financial Plan (A), product 9B13N005.
Learning Objective:
This case series engages students in evaluating financial-planning alternatives and considering the effects of their recommendations on client goals. It places students in the role of a financial advisor and introduces them to the personal financial-planning process, with emphasis on personal financial statements and liquidity issues, insurance, investments, taxation, and retirement planning. This case was designed to complement the curriculum of an upper year undergraduate personal finance class and simulates the professional financial-planning environment of meeting with clients and developing financial plans. This case asks students to:
  • Assess short-term and long-term financial goals while considering the time value of money.
  • Create personal financial statements.
  • Identify liquidity issues (banking, money management and personal credit).
  • Assist clients in personal tax planning.
  • Discuss the most effective way to finance large purchases to best meet client goals (personal loans and houses).
Issues:
Disciplines:
Finance
Industries:
Finance and Insurance
Setting:
Canada, Small, 2012
Intended Audience:
Undergraduate
Price:
$3.15 CAD / $3.10 USD Printed Copy
$2.65 CAD / $2.62 USD Permissions
$2.65 CAD / $2.62 USD Digital Download
Associated Materials
Use With: 9B13N005 (6 pages)
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