Virtual Externship
Financial Planning Association
06.2020 - 07.2020
- Constructed an investment management portfolio
- Analyzed a risk tolerance tool to identify the risk profile of a hypothetical client
- Identified various financial planning assumptions found in financial planning softwares such as eMoney and Morningstar
- Established recommendations for student loan planning
- Evaluated the tax implications of various personal and financial decisions
- Determined the likelihood of success in different client retirement scenarios.