Students can complete a substantial project for your organization over the placement period. We suggest providing a starting project, but as the placement goes on there may be other duties or projects the student is asked to complete as well. Providing a central project creates structure for the work term, and gives the student (and company) a tangible goal.

TRU Accounting students can complete the following core accounting functions:

1. Prepare and present the consolidated financial statements of a public or private corporation in accordance with appropriate accounting standards.
2. Utilize different methods of accounting for non-profit or government organizations.
3. Compute the income tax payables for an individual, corporation or trust applying effective tax planning strategies.
4. Collect, analyze, and communicate information to assist management in making more effective operational and strategic planning and control decisions.
5. Manage an organization's operating and fixed assets effectively and fund those assets with an optimal mix of debt and equity financing.
6. Value a business and recommend how to potentially restructure its operations through merger, divestiture, liquidation or reorganization.
7. Analyze the internal control and risk management systems of an organization and make recommendations for improvement.
8. Render an opinion as to the accuracy of an organization's financial reporting in accordance with appropriate auditing standards and procedures.
9. Demonstrate how information systems and technology can be used to facilitate and enhance financial reporting and decision-making.
10. Apply accounting principles in a professional capacity.

TRU Finance students can complete the following core finance functions:

1. Describe the role and operation of the financial markets and institutions that make up the domestic and global financial systems and how they are regulated.
2. Value the different types of equity, fixed income and derivative securities.
3. Analyze the different types of financial risk that are experienced by a global organization and how they can be effectively hedged.
4. Manage a global organization's operating and fixed assets effectively and fund those assets with an optimal mix of debt and equity financing.
5. Apply financial principles in a professional capacity.

CFP track

1. Incorporate the taxation of employment, business, and property income including capital gains in business decision-making.
2. Advise clients on the effective use of credit and the different personal lending vehicles available.
3. Recommend actions to help clients meet their educational savings, retirement savings, insurance and estate planning needs.
4. Design an investment portfolio for an individual or institution that allows them to attain their financial objectives.

CFA track

1. Evaluate the performance of an organization using a variety of financial statement analysis tools.
2. Value a business and recommend how to potentially restructure its operations through merger, divestiture, liquidation or reoanization.
3. Design an investment portfolio for an individual or institution that allows them to attain their financial objectives.
4. Discuss the asset/liability strategies employed by different financial institutions and the methods used to measure and control risk.

Commercial lending track

1. Evaluate the performance of an organization using a variety of financial statement analysis tools.
2. Incorporate the taxation of employment, business, and property income including capital gains in business decision-making.
3. Determine the short-term and long-term debt financing needs of an organization, design and price appropriate commercial loans, and monitor the lending agreement.
4. Value a business and recommend how to potentially restructure its operations through merger, divestiture, liquidation or reorganization.

Project examples that students can complete may include, but are not limited to:

• Financial business plans
• Financial analysis with recommendations