Student Financial Portfolios

Real financial planning projects from our students who have completed comprehensive economic planning courses. These portfolios showcase practical applications of investment strategies, budget optimization, and financial goal setting.

Featured Projects

  • Small Business Budget Restructure

    Complete financial overhaul for a local Melbourne café, including cash flow analysis and expense reduction strategies that improved monthly profit margins.

  • Family Investment Planning

    Comprehensive investment portfolio design for a young family, balancing risk tolerance with long-term education savings and retirement planning goals.

  • Debt Consolidation Strategy

    Strategic approach to combining multiple high-interest debts into manageable payment plans while maintaining essential living expenses and emergency funds.

Financial planning documents and charts spread across a desk with calculator and laptop

Learning Milestones

Our students progress through structured phases, building practical skills in financial analysis, investment planning, and economic forecasting over their learning journey.

Month 1-2

Foundation Skills

Students master basic financial statement analysis, learn budgeting principles, and understand cash flow management through hands-on exercises with real business scenarios.

Month 3-4

Investment Analysis

Advanced portfolio construction, risk assessment methodologies, and market analysis techniques. Students work with actual market data to build diversified investment strategies.

Month 5-6

Client Consultation

Real client interactions under supervision, presenting financial plans, and adapting strategies based on client feedback and changing economic conditions.

Graduate Achievements

Former students now working in financial planning across Australia share their experiences and how the practical project work prepared them for real-world client relationships.

Professional woman in business attire smiling confidently

Priscilla Hawthorne

Investment Planning Graduate

"The project work was intense but incredibly practical. I was actually helping real clients solve financial challenges while still learning. Now I'm working with a Brisbane financial advisory firm and the confidence I gained from those student projects makes client meetings feel natural."

Professional woman reviewing financial documents at modern workspace

Seraphina Vale

Business Finance Graduate

"What surprised me most was how much small businesses needed help with basic financial planning. The projects taught me to listen carefully and explain complex concepts in simple terms. I'm now freelancing with several Perth businesses and loving the variety."