ACC Business Students Gain Access to Conquest Planning’s AI-Powered Technology Platform

March 7, 2024 | Community News

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a gift in-kind to Assiniboine College (Assiniboine) that provides Peters School of Business students with access to its financial planning application. More than half of Canadian financial advisors use Conquest’s artificial intelligence-powered advice engine to deliver personalized financial plans, and with access to the platform, Assiniboine’s students will have the opportunity to familiarize themselves with an industry-leading software solution.

Conquest’s gift will empower students in line with Assiniboine’s mission to cultivate a “learn by doing” environment. Understanding practical applications for Conquest’s technology prepares students for the workforce, providing them with the technical skills and knowledge they need to succeed in their financial career upon graduating from the Peters School of Business.

“We’re committed to providing a well-rounded educational experience that blends traditional academic pursuits with exposure to real-world scenarios that students will encounter in their professional careers,” said Terry Burgess, Dean, Peters School of Business at Assiniboine. “As such, we’re grateful for Conquest Planning’s generosity, which will give our students a deeper understanding of tools used in the financial advice industry.”

Students in Assiniboine’s Business Capstone course will be the first to use Conquest, using Conquest’s Strategic Advice Manager for a financial planning project to validate recommendations and prepare appropriate financial reports. Moving forward, students enrolled in Advanced Finance and the Financial Services specialization courses will leverage Conquest in their coursework.

Brad Joudrie, chief revenue officer at Conquest Planning, added: “Since we founded Conquest, we’ve aspired to make personalized planning accessible for all consumers. We know that fostering a brighter tomorrow begins with educating younger generations and empowering them to become agents of positive change. Our donation to Assiniboine is an investment in the future of financial advice. We are proud to equip these students with the tools that will help them create a world where personalized financial advice is universally accessible.”

In addition to Assiniboine, Conquest has provided several other colleges and universities across Canada with access to its software, including RRC Polytech (formerly Red River College) and University of Manitoba. For more information about Conquest’s intuitive financial planning software solution and its efforts to deliver hyper personalized advice at scale, please visit

About Conquest Planning

Conquest Planning is Canada’s leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, follow Conquest on Twitter, LinkedIn and Facebook.

About Assiniboine Community College

Assiniboine Community College has been providing exceptional learning experiences for more than 60 years, offering unparalleled learning environments and responding to the demands and requirements of the Manitoba labour market. Following the philosophy of “learn by doing,” programs combine theory with hands-on learning inside classrooms, labs, kitchens, shops, fields and the college’s Sustainable Greenhouse.

Assiniboine’s Business Administration Diploma is accredited through the Accreditation Council for Business Schools and Programs (ACBSP), one of 11 business schools in Canada to be accredited. Assiniboine offers more than 60 certificate, diploma and post-graduate programs across a variety of disciplines including culinary arts and hospitality, business, agriculture and environment, health and human services, and trades and technology. The college also delivers apprenticeship programming in a range of skilled trades disciplines.

The college welcomed more than 3,700 full-time and 6,000 part-time students last year. With campuses in Brandon, Dauphin, Winnipeg and Portage la Prairie, Assiniboine provides comprehensive educational opportunities throughout Manitoba. The college also partners with many communities and organizations across the province to deliver customized education and training. Assiniboine’s annual provincial economic impact is $612 million. In the most recent survey of graduates, nine months after graduation, 94 per cent were employed, with 94 per cent remaining in Manitoba.

Assiniboine Community College campuses are located on the traditional territories of Treaty No. 1 and Treaty No. 2, the shared traditional lands of Cree, Oji-Cree, Dakota, Dene and Anishinabek/Ojibwe peoples, and the homeland of the Red River Métis. We acknowledge their welcome to the students who seek knowledge here.

Media Contacts

For Conquest:
Meaghan McNichol

Will Ruben

For Assiniboine
Kyla Cottom
Communications Specialist
Assiniboine Community College
204.725.8700 ext 6043