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Keywords: Financial planning
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Case Studies
Case Provider:
The CASE Journal
The CASE Journal (2025) 21 (5): 1010–1019.
Published: 03 February 2025
... and expenses by providing their bank and credit card statements for a 3-month period. Students are tasked with applying their financial planning knowledge and skills to create a budget for the couple and make recommendations to optimize their spending patterns. Complexity academic level The case...
Case Studies
Case Provider:
The CASE Journal
The CASE Journal (2020) 16 (6): 703–728.
Published: 01 December 2020
...-graduate level courses on personal finance, financial planning elective or entrepreneurship. It is useful for teaching lessons on how financial planning and strategic decisions taken, through entrepreneurial traits and opportunity recognition helps in wealth creation and taking a venture to new heights...
