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ERIC Number: EJ899580
Record Type: Journal
Publication Date: 2007-Nov
Pages: 6
Abstractor: As Provided
ISSN: ISSN-1544-0389
Developing a Personal Financial Planning Program: More than Just Courses
Martin, Charles L., Jr.
Journal of College Teaching & Learning, v4 n11 p79-84 Nov 2007
Personal financial planning is considered one of the major growth professions of the coming decade. Besides providing an opportunity for employment, a major in personal financial planning can open the door to a rewarding and challenging career. Career opportunities in the personal financial planning field include opening a private practice or being employed by a financial institution, credit union, insurance company, accounting firm or a financial services company. In addition, planners may work in employee benefits or pension departments of large corporations or for public institutions such as universities or state and federal government agencies. In order to develop a successful personal financial planning program, one must consider more than just the courses to be offered. A successful program also requires: Gaining Program Support, Attracting Students, Pivotal First Course, Professional Community Involvement, and Continuous Assessment. It is the objective of this manuscript to set forth an action plan that may serve as a model for the development of a successful financial planning program. (Contains 3 endnotes.)
Clute Institute. P.O. Box 620760, Littleton, CO 80162. Tel: 303-904-4750; Fax: 303-978-0413; e-mail:; Web site:
Publication Type: Journal Articles; Reports - Descriptive
Education Level: Higher Education; Postsecondary Education
Audience: N/A
Language: English
Sponsor: N/A
Authoring Institution: N/A