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BComm students win IAFP case competition and present at symposium
Molly MacDonald and Bryce Cross at the IAFP symposium
On September 14, BComm students Bryce Cross and Molly MacDonald presented to financial services professionals at the Institute of Advanced Financial Planners (IAFP) symposium in Winnipeg. Their presentation, titled "Can a Robo-Advisor Meet Client Needs Over the Entire Client Lifecycle?," explored what robo-advisors are capable of and whether they can be expected to adapt over time to meet changing client needs, and looked at the relationship between technology and gender.
The presentation followed Cross and MacDonald's win at IAFP's Student Financial Planning Competition in May of 2017, where they submitted a précis and video presentation on the topic and received top marks from the panel of four judges.
This is the second time that Cross has been on a winning team, having taken first place in the inaugural competition in 2015. "It's exposed me to dozens of employment and personal growth opportunities that I couldn't have gotten in the classroom or at other case competitions," he says. "It’s been one of the most influential experiences of my undergraduate education."
MacDonald found that the competition and symposium "allowed me to explore an industry I may not have otherwise, and gave me the chance to use the knowledge that was gained in the classroom and discuss real-life situations with industry professionals."
Participation in the competition is part of the Rowe School's RSBconnect program, which connects students with professionals in business and government to offer them fresh perspectives on industry challenges. "This is another example of Dalhousie's commitment to support continuous learning throughout the community," says David Stuewe, RSBconnect program lead, who has been involved in recruiting and coaching Rowe School students for the competition since it began.
John Klaas, the Rowe School adjunct professor who served as a coach for the students, offered feedback on drafts and answered questions about the financial services industry, where he has spent most of his career. "Working with students like Bryce and Molly is a tremendous pleasure," he says. "I'm very proud of them."
Students interested in participating in the 2018 competition should watch for an announcement in early November.
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