AI-Driven Financial Planning Simulator

Open Opened on August 16, 2025
Main contact
TEAM Finance & Real Estate Group Inc.
Bowmanville, Ontario, Canada
Barry Gibbs
He / Him
President
(14)
4
Project
200 hours per learner
Learner
Anywhere
Advanced level

Project scope

Categories
Artificial intelligence Data analysis Financial services Software development
Skills
financial planning finance algorithms financial strategy financial literacy artificial intelligence investments data analysis decision making real estate
Details

The project aims to develop an AI-based simulation tool for personal and client financial planning, tailored for TEAM Finance & Real Estate Group Inc. The tool will simulate various financial scenarios, helping users understand the impact of different financial decisions. By integrating AI, the simulator will provide personalized recommendations based on user inputs, such as income, expenses, savings goals, and investment preferences. The project will enable learners to apply their knowledge of finance, AI, and data analysis to create a user-friendly interface and robust backend system. The simulator will serve as an educational tool for clients, enhancing their financial literacy and decision-making skills. The project will focus on creating a realistic and interactive experience, allowing users to explore different financial strategies and outcomes.

Deliverables

The project deliverables include a fully functional AI-driven financial planning simulator, complete with a user-friendly interface and comprehensive documentation. The simulator should be capable of processing user inputs and generating personalized financial recommendations. Additionally, a detailed report outlining the development process, AI algorithms used, and potential improvements will be provided. The final deliverables will also include a presentation demonstrating the simulator's features and capabilities to stakeholders at TEAM Finance & Real Estate Group Inc.

Mentorship
Domain expertise and knowledge

Providing specialized knowledge in the project subject area, with industry context.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Decent work and economic growth

About the company

Company
Bowmanville, Ontario, Canada
2 - 10 employees
Banking & finance, Business & management, Business services, Real estate, Sales
Representation
BIPOC-Owned Community-Focused Minority-Owned Small Business Social Enterprise

Licensed mortgage broker and realtor that works with my client base for these services.