Student Project Gallery

Real financial planning projects completed by our students demonstrate practical application of budgeting principles, investment strategies, and financial analysis skills developed through hands-on learning experiences.

Featured Student Work

These projects represent the culmination of comprehensive financial planning coursework, where students tackle real-world scenarios using industry-standard methodologies and analytical frameworks.

Budget Analysis

Comprehensive Family Budget Restructure

Thaddeus Harwell

Completed February 2025

Developed a complete financial overhaul for a family of four struggling with debt management. The project included expense categorization, debt consolidation strategies, and a five-year savings plan that reduced monthly expenses by 23% while establishing emergency reserves.

Cash Flow Analysis Debt Management Excel Modeling Risk Assessment

Created 18-month debt elimination timeline
Identified 7 in monthly savings opportunities
Designed automated savings framework

Investment Portfolio

Retirement Portfolio Diversification Study

Bartholomew Chen

Completed March 2025

Analyzed various asset allocation strategies for retirement planning, comparing risk-adjusted returns across different time horizons. The research examined how portfolio diversification affects long-term wealth accumulation and provided recommendations for age-appropriate investment strategies.

Portfolio Theory Risk Analysis Asset Allocation Financial Modeling

Analyzed 15 different asset classes
Created age-based allocation models
Backtested strategies over 30-year periods

Business Planning

Small Business Financial Forecast Model

Wilhelmina Torres

Completed January 2025

Built comprehensive financial projections for a startup consulting firm, including revenue forecasting, expense planning, and scenario analysis. The model incorporated seasonal variations, growth assumptions, and sensitivity testing to help entrepreneurs understand their financial requirements and growth potential.

Financial Forecasting Scenario Planning Business Valuation Sensitivity Analysis

Developed 36-month projection model
Created break-even analysis framework
Built interactive dashboard for monitoring

Student Success Stories

These achievements showcase how our students apply financial planning concepts to create meaningful impact in their communities and personal financial journeys.

Thaddeus Harwell

Personal Finance Specialist

Program completed: Fall 2024

The hands-on approach really changed how I think about money management. Working with real family budgets and seeing the immediate impact of different strategies was incredible. I never expected to discover such a passion for helping people organize their financial lives.

Families Helped

Total Savings Identified

Bartholomew Chen

Investment Research Analyst

Program completed: Winter 2024

Learning to build financial models from scratch was challenging but rewarding. The program taught me to question assumptions and really understand the numbers behind investment decisions. Now I feel confident analyzing complex financial situations and providing clear recommendations.

Research Projects

95%

Model Accuracy Rate