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A Word from Our Intern

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IMG_2139As my internship comes to a close, I would like to share the wonderful experience I had at APCM. In January, I walked in on my first day knowing little about finance (I’m an accounting student). Nevertheless, I am always looking for new learning opportunities and little did I know, this would be the perfect place. I had the opportunity to participate in a variety of projects with different people in the office, allowing me to experience the breadth of knowledge possessed by the APCM team. My involvement here sparked an interest I didn’t know existed, and for that I am grateful.

Over the last five months, I participated in many different financial planning projects. These included determining optimal asset allocation, researching the best social security claiming strategy given current laws and regulations, and using sophisticated financial planning software to model inputs from client data to provide a retirement planning strategy that would achieve client’s goals for success in retirement. Perhaps my favorite part was seeing how financial planning is much more about hearing and understanding the clients’ wishes than it is about the numbers and data they provide. It is about using where they are at now to determine how to get them where they want to be.

I assisted with a number of different research projects which helped to broaden my financial knowledge. Among the topics were: inflation projections, pros/cons of specific investment funds, implications of upcoming national budgetary changes, and the impact of a variety of different variables on clients’ financial plans. My experience here caused me to analyze my own financial situation closely and armed me with several tools to plan for financial success early on.

As for the next steps in my journey, I have a busy year ahead. I will be finishing up the last year toward my accounting degree. This will involve participating in Accounting Week this fall, an event involving several local firms and serving as an interview process. I was invited to attend BDO’s Pathway to Success leadership program this summer in Chicago and will be participating in the university’s CBPP Leadership Fellows Program this upcoming academic year. As president of the Accounting Club, I am sure I will be staying busy with club-related activities. And last but not least, I will be studying for the CPA exam. Wish me luck!

I would like to say thank you again to everyone at APCM for a wonderful semester. To the next intern: Have fun!

Meghan Carson

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