Finance 602 by Mark Fedenia https://padlet.com/mfedenia/fin602 comments en-us 2019-05-02 15:07:12 UTC 2023-03-04 15:45:22 UTC hello@padlet.com Kahoot was too difficult for the course material https://padlet.com/mfedenia/fin602/wish/356339646 2019-05-02 18:05:46 UTC https://padlet.com/mfedenia/fin602/wish/356339646 MoneyGuide Pro https://padlet.com/mfedenia/fin602/wish/356339821 Have a class session later in the semester to input data in MoneyGuide Pro with a mentor there to assist us]]> 2019-05-02 18:06:09 UTC https://padlet.com/mfedenia/fin602/wish/356339821 It would be fantastic to go over the correct answers for the Kahoot quizzes https://padlet.com/mfedenia/fin602/wish/356339824 2019-05-02 18:06:09 UTC https://padlet.com/mfedenia/fin602/wish/356339824 https://padlet.com/mfedenia/fin602/wish/356339911 more training on how to use money guide pro]]> 2019-05-02 18:06:20 UTC https://padlet.com/mfedenia/fin602/wish/356339911 Having experts come in was very helpful for learning about each specific topic https://padlet.com/mfedenia/fin602/wish/356340077 2019-05-02 18:06:39 UTC https://padlet.com/mfedenia/fin602/wish/356340077 https://padlet.com/mfedenia/fin602/wish/356340153 More work]]> 2019-05-02 18:06:49 UTC https://padlet.com/mfedenia/fin602/wish/356340153 Would have liked to do less Kahoot questions and spend time discussing/reflecting on correct Kahoot answers https://padlet.com/mfedenia/fin602/wish/356340271 2019-05-02 18:07:00 UTC https://padlet.com/mfedenia/fin602/wish/356340271 The Wipfli Advisors were helpful on the soft skill side, but were unable to answer any questions related to the case or MGP, which would have been helpful https://padlet.com/mfedenia/fin602/wish/356340446 2019-05-02 18:07:19 UTC https://padlet.com/mfedenia/fin602/wish/356340446 Did not know enough about all the various topics going into the discovery meeting. i felt well-prepared as far as conducting the meeting, but extremely confused about all the information that we needed to gather https://padlet.com/mfedenia/fin602/wish/356340487 2019-05-02 18:07:23 UTC https://padlet.com/mfedenia/fin602/wish/356340487 Base Knowledge https://padlet.com/mfedenia/fin602/wish/356340764 Even though this is a capstone course, I think it would be helpful to get a base knowledge of all the topics from the experts that come in]]> 2019-05-02 18:08:00 UTC https://padlet.com/mfedenia/fin602/wish/356340764 Would have liked for there to be more training on how to conduct a client meeting. https://padlet.com/mfedenia/fin602/wish/356341007 2019-05-02 18:08:36 UTC https://padlet.com/mfedenia/fin602/wish/356341007 A more concrete/applicable investment session, involving how to compare funds to each other https://padlet.com/mfedenia/fin602/wish/356341039


]]> 2019-05-02 18:08:41 UTC https://padlet.com/mfedenia/fin602/wish/356341039 Would be cool to work with clients with significantly higher net worth as well as people in situations like the Beckhams https://padlet.com/mfedenia/fin602/wish/356341133 2019-05-02 18:08:56 UTC https://padlet.com/mfedenia/fin602/wish/356341133 I was hoping there would be more of an emphasis on the investments part of the class and how to construct a portfolio for different sorts of clients - rather than just using an excel solver https://padlet.com/mfedenia/fin602/wish/356341239 2019-05-02 18:09:10 UTC https://padlet.com/mfedenia/fin602/wish/356341239 https://padlet.com/mfedenia/fin602/wish/356341285 I liked having different experts on topics come in. Even though some where more interesting than others, it was a good overall experience

]]> 2019-05-02 18:09:16 UTC https://padlet.com/mfedenia/fin602/wish/356341285 Some presenters spent too much time talking about the topic as whole, and not enough about how we could apply it to the case https://padlet.com/mfedenia/fin602/wish/356341413 2019-05-02 18:09:37 UTC https://padlet.com/mfedenia/fin602/wish/356341413 I liked how we had a case that encompassed all aspects of financial planning, rather than having a number of cases where only a few topics are covered https://padlet.com/mfedenia/fin602/wish/356341774 2019-05-02 18:10:29 UTC https://padlet.com/mfedenia/fin602/wish/356341774 A prep class similar to the discovery meeting prep class would have been extremely valuable. That was the best class of the semester. https://padlet.com/mfedenia/fin602/wish/356341797 2019-05-02 18:10:32 UTC https://padlet.com/mfedenia/fin602/wish/356341797 I found most of the insurance topics speakers to be hard to listen to https://padlet.com/mfedenia/fin602/wish/356342353 2019-05-02 18:11:41 UTC https://padlet.com/mfedenia/fin602/wish/356342353 I like that we didn't have class the week of the discovery meeting and client meeting https://padlet.com/mfedenia/fin602/wish/356342407 2019-05-02 18:11:48 UTC https://padlet.com/mfedenia/fin602/wish/356342407 https://padlet.com/mfedenia/fin602/wish/356342594 Working together on the case work in a team setting was valuable, as we were able to use each other's backgrounds/experience to assist with the case.]]> 2019-05-02 18:12:14 UTC https://padlet.com/mfedenia/fin602/wish/356342594 Some of the "Client Data" didn't quite match up right. For example, annual mortgage payments exceeded the "housing" costs in the client data breakdown by a significant amount. https://padlet.com/mfedenia/fin602/wish/356342921 2019-05-02 18:13:00 UTC https://padlet.com/mfedenia/fin602/wish/356342921 In terms of groups and forming them, being more equitable. Data could have been collected prior to the formation of groups (i.e year, major) to make things more equitable. https://padlet.com/mfedenia/fin602/wish/356343197

]]> 2019-05-02 18:13:35 UTC https://padlet.com/mfedenia/fin602/wish/356343197 group 4 was way too loaded. not fair https://padlet.com/mfedenia/fin602/wish/356343767 2019-05-02 18:14:43 UTC https://padlet.com/mfedenia/fin602/wish/356343767 https://padlet.com/mfedenia/fin602/wish/356343873 I honestly wasn't aware of the CFP possibility before this course, so more information about this route would be awesome at the beginning]]> 2019-05-02 18:14:53 UTC https://padlet.com/mfedenia/fin602/wish/356343873 I had knowledge on all the topics. -Aidan https://padlet.com/mfedenia/fin602/wish/356343960 2019-05-02 18:15:04 UTC https://padlet.com/mfedenia/fin602/wish/356343960 More on-fire graphics in Kahoot https://padlet.com/mfedenia/fin602/wish/356347301 2019-05-02 18:22:28 UTC https://padlet.com/mfedenia/fin602/wish/356347301 I thought the Green Investing piece was an un-needed and took away from other investment suggestions. https://padlet.com/mfedenia/fin602/wish/356353245 2019-05-02 18:35:09 UTC https://padlet.com/mfedenia/fin602/wish/356353245 I miss Brian https://padlet.com/mfedenia/fin602/wish/356354098 2019-05-02 18:36:57 UTC https://padlet.com/mfedenia/fin602/wish/356354098 less IMAcc students https://padlet.com/mfedenia/fin602/wish/356354894 2019-05-02 18:38:48 UTC https://padlet.com/mfedenia/fin602/wish/356354894 Is Bradley real? https://padlet.com/mfedenia/fin602/wish/356359061 2019-05-02 18:48:34 UTC https://padlet.com/mfedenia/fin602/wish/356359061 https://padlet.com/mfedenia/fin602/wish/356361445 2019-05-02 18:54:21 UTC https://padlet.com/mfedenia/fin602/wish/356361445 A lecture about how https://padlet.com/mfedenia/fin602/wish/356361643 2019-05-02 18:54:49 UTC https://padlet.com/mfedenia/fin602/wish/356361643