IDEAS home Printed from https://ideas.repec.org/a/vrs/finprj/v5y2019i1p29-54n1002.html
   My bibliography  Save this article

Learning to Produce a Financial Plan: Student Perceptions of Integrating Knowledge and Skills

Author

Listed:
  • Cull Michelle

    (Western Sydney University, Tel +61 2 4620 3519, Sydney, Australia)

Abstract

Tertiary education can play an essential role in ensuring that financial planners are professionally equipped to develop strategies and solutions that holistically address a client’s circumstances and needs. Survey findings of undergraduate university students in this study reveal differing perceptions of learning the high-level skill of developing strategies and solutions within the process of Personal Financial Planning (PFP). Such differences are found to be associated with demographic groupings of age, gender, first language, home country and work experience. The findings suggest that financial planning programs offered by higher education institutions need to be designed to promote and assess deep learning through cohesive curriculum, practical modelling and work experience opportunities. The study also suggests that there is a need for additional research into the relationship between student perceptions and student performance in assessment tasks requiring students to produce a financial plan.

Suggested Citation

  • Cull Michelle, 2019. "Learning to Produce a Financial Plan: Student Perceptions of Integrating Knowledge and Skills," Financial Planning Research Journal, Sciendo, vol. 5(1), pages 29-54.
    • Handle: RePEc:vrs:finprj:v:5:y:2019:i:1:p:29-54:n:1002
    DOI: 10.2478/fprj-2019-0002
    as

    Download full text from publisher

    File URL: https://doi.org/10.2478/fprj-2019-0002
    Download Restriction: no
    File URL: https://libkey.io/10.2478/fprj-2019-0002?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    More about this item

    Keywords

    ;
    ;
    ;
    ;
    ;

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:vrs:finprj:v:5:y:2019:i:1:p:29-54:n:1002. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Peter Golla (email available below). General contact details of provider: https://www.sciendo.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.