Entry-level financial planning practice analysis

preparing students to hit the ground running

Authors

  • John R Salter Texas Tech University
  • Vickie L. Hampton Texas Tech University
  • Danielle Winshester North Carolina A&T State University
  • Deena B. Katz Texas Tech University
  • Harold R. Evensky Texas Tech University

DOI:

https://doi.org/10.61190/fsr.v20i3.4704

Keywords:

Financial planning, education, university

Abstract

A survey if financial planning professional was conducted to determine the level of expertise and importance of financial planning topics desired by employers of entry-level graduates of financial planning degreed programs. Based on the 89 topics of the 2004 Topic List for CFP Certification Examination plus 12 other skills and qualities, a basis for financial planning curriculum design in higher education is presented.

Downloads

Published

2011-09-30

How to Cite

Salter, J. R., Hampton, V. L., Winshester, D., Katz, D. B., & Evensky, H. R. (2011). Entry-level financial planning practice analysis: preparing students to hit the ground running. Financial Services Review, 20(3), 195–216. https://doi.org/10.61190/fsr.v20i3.4704

Issue

Vol. 20 No. 3 (2011): FSR Fall 2011

Section

New Original Submission

License

Copyright (c) 2011 Academy of Financial Services

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.