Real Projects, Real Results

Watch our students transform theoretical knowledge into practical financial planning solutions through hands-on project work and mentored collaboration.

127 Completed Projects
89% Portfolio Success
340 Active Students
Students collaborating on financial planning projects with laptops and documents

Student Project Showcase

These projects represent months of dedicated work, combining classroom theory with real-world application under professional guidance.

Family Wealth Protection Strategy

Spring 2024 Team Project

Sarah and her team developed a comprehensive wealth protection plan for a fictional family of four, addressing insurance gaps, estate planning, and education funding across a 25-year timeline.

Risk Assessment Insurance Planning Estate Analysis Tax Strategy
Project Impact
Created a 40-page comprehensive plan that identified 0,000 in potential savings and addressed critical coverage gaps that could have cost the family significantly.

Small Business Financial Recovery

Autumn 2024 Individual Project

Marcus tackled cash flow optimization for a struggling retail business, analyzing three years of financial data to identify patterns and develop actionable recovery strategies.

Cash Flow Analysis Business Planning Financial Modeling
Learning Outcome
Mastered advanced Excel modeling techniques and learned to present complex financial data in accessible formats for business owners without financial backgrounds.

Retirement Planning Comparison Tool

Winter 2024 Collaborative

A group of six students built an interactive calculator comparing superannuation strategies across different age groups and income levels, incorporating Australian tax law changes.

Superannuation Law Tax Planning Data Analysis Client Communication
Real Application
The tool is now used by local financial advisors to help clients visualize retirement scenarios, demonstrating practical value beyond the classroom.

From Concept to Completion

Our project-based learning follows a structured path that builds confidence while developing practical skills. Here's how students progress through their capstone projects.

Foundation Phase

Students choose project topics based on personal interest and career goals. We provide case study databases and connect students with potential mentors.

Weeks 1-3

Research & Planning

Deep dive into research methodology, data collection, and project planning. Students learn to scope projects realistically while maintaining professional standards.

Weeks 4-8

Implementation

The main work phase where students apply classroom knowledge to solve real problems. Weekly check-ins ensure projects stay on track.

Weeks 9-16

Presentation & Review

Students present findings to classmates and industry professionals, receiving feedback that shapes their professional development.

Weeks 17-18
Student presenting financial analysis charts to a group during project review session

Expert Guidance Every Step

Our students work alongside practicing financial professionals who provide industry insight and career guidance throughout their project journey.

Professional headshot of Jennifer Chen, Senior Financial Planner

Jennifer Chen

Senior Financial Planner

With 12 years in wealth management, Jennifer guides students through complex family financial scenarios and helps them understand client relationship dynamics.

Estate Planning Family Wealth Insurance Strategy
Professional headshot of Rebecca Martinez, Business Financial Consultant

Rebecca Martinez

Business Financial Consultant

Rebecca specializes in small business financial health and cash flow optimization. She brings real-world case studies from her consulting practice to student projects.

Business Planning Cash Flow Tax Strategy

Industry Connections

Mentors introduce students to professional networks and often provide references for future opportunities.

Focused Feedback

Get specific, actionable advice from professionals who understand current industry standards and expectations.

Career Insight

Learn about different career paths and specializations directly from professionals working in those areas.