Learning by doing
offering a university practicum in personal financial planning
DOI:
https://doi.org/10.1016/S1057-0810(00)00047-0Keywords:
Financial planning, PracticumAbstract
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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