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Product cover image for Smith Family Financial Plan (B) (Portuguese version)

Smith Family Financial Plan (B) (Portuguese version)

Brian Lane, Nathalie Johnstone

Product #:W28544
Supplier:Ivey
Discipline:Finance
Setting:Canada, 2012
Details:Supplemental Case (PDF) • 6 pages • 2022-05-02

Subjects:

Personal financeRetirement planningCareer planningFinance and investing

Industries:

Financial service sector

Geography:

North AmericaCanada
Your Price:$5.64

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  • Free Teaching Notes
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This is a supplement to Smith Family Financial Plan (A), product 9B13N005.

Learning Objectives

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).
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Supplemental Case Study: Smith Family Financial Plan (B) (Portuguese version) | Ivey Publishing