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.

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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, 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.

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