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Financial Planning Challenge 2014 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: 2014-02-27 22:20:35


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Company

S&P / Teem Publications / Keir Educational Resources / AMERIPRISE FINANCIAL / Honda / /

Currency

USD / /

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Event

Reorganization / /

IndustryTerm

auto insurance / financial planning software / health insurance coverage / life insurance / health insurance benefits / term life insurance policy / /

MarketIndex

S&P / /

Person

Calvin / ELLEN SCANLON / Destre Downing / /

Position

team member / CORPORATE PARTNER CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS / copy editor / handyman / construction worker / Major / /

Product

Honda Accord / /

Region

Caribbean / /

Technology

PDF / /

SocialTag