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Financial Planning Challenge 2015 Phase 1: Written Financial Planning Case Study The first phase of the competition consists of a financial planning case study for two hypothetical clients. Students must assess the clien
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Document Date: 2015-04-08 13:45:52

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Company

Toyota / Calling Cards Inc. / S Corp / AMERIPRISE FINANCIAL / Honda / /

Currency

USD / /

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IndustryTerm

auto insurance policies / health insurance / financial planning software / advertising / oil prices / /

Movie

I Love You / /

Person

Kole / Kelly / Mark / Callie Collins / Destre Downing / /

Position

team member / CORPORATE PARTNER CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS / copywriter / Major / accountant / freelance art director / /

Product

Honda Element / Toyota Tundra / /

ProvinceOrState

Texas / North Carolina / California / /

Technology

PDF / /

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