Student Finance Projects
Real portfolio work from our investment motivation program participants. These projects showcase practical applications of financial planning principles learned through hands-on experience.
Portfolio Development in Action
Our students don't just learn theory. They build actual financial projects that demonstrate their growing expertise in investment strategies and portfolio management.
Each project reflects real scenarios they might encounter in their future careers. From risk assessment models to diversification strategies, these works show genuine progress in understanding market dynamics.
The projects you'll see here represent months of dedicated learning, with students applying concepts immediately rather than storing them for "someday."
Project Categories
Students choose specialization areas based on their interests and career goals. Each category builds specific skills while maintaining our core focus on investment motivation.
Personal Investment Plans
Students create comprehensive 10-year investment strategies for fictional personas with different income levels, risk tolerances, and life goals. These projects teach practical portfolio construction skills.
Market Analysis Reports
Quarterly analysis of specific market sectors, examining trends and making educated predictions. Students learn to read market signals and present findings in professional formats.
Risk Assessment Studies
Detailed examinations of investment risks across different asset classes. Projects include scenario planning and stress testing of portfolio compositions under various market conditions.
Retirement Planning Models
Complete retirement funding strategies that account for inflation, healthcare costs, and lifestyle changes. Students work with real demographic data and economic projections.
ESG Investment Research
Environmental, social, and governance focused investment research projects. Students evaluate companies based on sustainability metrics while maintaining financial performance standards.
Economic Impact Studies
Analysis of how major economic events affect different investment strategies. Projects examine historical patterns and help develop frameworks for future decision-making.
Meet Recent Program Graduates
These graduates completed our program in late 2024 and have continued applying their financial knowledge in various contexts. Their projects demonstrate the practical skills developed during the program.
Each student brought different backgrounds and goals to the program. What they shared was curiosity about financial markets and willingness to dig into the details of investment planning.
Kirsten Ohlund
Completed a comprehensive analysis of Canadian dividend stocks, comparing yields and growth potential across different sectors. Her project included a 20-year backtesting component.
Adeline Beaumont
Developed a retirement planning model for small business owners, accounting for irregular income patterns and the unique challenges of self-employed retirement savings.
Building Real Skills Through Project Work
Students spend roughly half their program time on individual projects. This isn't busy work – it's where concepts click into place and confidence builds through actual application.
We've found that students retain information much better when they use it immediately in practical contexts. Projects also give them portfolio pieces to discuss in future job interviews or career transitions.
- Monthly project reviews with instructor feedback
- Access to financial databases and research tools
- Peer collaboration opportunities on complex scenarios
- Final presentation to simulate professional environment
- Portfolio development guidance for career applications
- Ongoing project refinement based on market changes
Our next program begins in September 2025, giving you time to prepare and arrange your schedule for the commitment ahead.
