Learning by doing

offering a university practicum in personal financial planning

Authors

  • Thomas H. Eyssell UMSL Financial Planning and Counseling Program, University of Missouri-St. Louis, 8001 Natural Bridge Road, St. Louis, MO 63121, USA

DOI:

https://doi.org/10.1016/S1057-0810(00)00047-0

Keywords:

Financial planning, Practicum

Abstract

Given the importance of interpersonal relationships in the financial planning process, it is surprising that relatively few registered financial planning programs explicitly provide students the opportunity to meet with real clients on a one-to-one basis. This paper describes the structure of a financial planning practicum developed for the purpose of providing such experience to future financial planners. It is hoped that this information will encourage others to consider offering experiential learning opportunities to those seeking positions in the financial services industry. © 1999 Elsevier Science Inc. All rights reserved.

Downloads

Published

1999-12-30

How to Cite

Eyssell, T. H. (1999). Learning by doing: offering a university practicum in personal financial planning. Financial Services Review: The Journal of Individual Financial Management, 8(4), 293–303. https://doi.org/10.1016/S1057-0810(00)00047-0

Issue

Vol. 8 No. 4 (1999): Financial Services Review

Section

New Original Submission

License

Copyright (c) 1999 JAI Press Inc.

Creative Commons License

This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.

Author(s) retain copyright and grant the Journal right of first publication with the work simultaneously licensed under a Creative Commons Attribution-NonCommercial 4.0 International License that allows to share the work with an acknowledgment of the work's authorship and initial publication in this Journal.

This license allows the author to remix, tweak, and build upon the original work non-commercially. The new work(s) must be non-commercial and acknowledge the original work.