Financial Planning Case Competition

Monday, December 7, 2015

SAF Students

Upper year students in the Young Tax Professional Group and the Student Investment Fund took on an extra-curricular challenge that required weeks of determination and commitment to complete.

Known as the SAF Financial Planning Case Competition, four groups of students worked closely with fictitious clients “Jim and Ranjini Smith” in providing guidance on investment and tax planning to ensure a comfortable lifestyle for the couple following their retirement. The teams presented their recommendations to Graham Westmacott and Susan Daley from PWL Capital on December 1.

Enoch Cheung, Koren Leung, Rebecca Yao, and Henry Yu, members of the winning team, say the pilot competition gave groups “insight into real-world client dynamics.” It also required participants to rely heavily on their prior knowledge and classroom experience in order to tackle the case and create a compelling presentation.

“It was unlike other competitions just by the sheer number of moving parts that needed to be flushed out simultaneously,” recalls the winning team, that won the top prize of $1,500. “The amount of technical knowledge needed to work through the details of the case proved to be a steep learning curve.”

Special thanks to Anish Chopra, Managing Director and Head of the Innovative Solutions Group, TD Asset Management Inc for sponsoring the prizes.

JudgesWe thank Siddhi Sheth, financial planner and SAF alum, for conducting a review session for the teams. Faculty, Jim Barnett and Ranjini Jha are grateful to Graham Westcott and Susan Daley for their assistance in preparing the case and judging the competition. The judges were impressed with the ability of the teams to bring together their tax, finance and portfolio management skills.