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Clinical Practicum in Financial Planning

Course Description

Supervised experiences designed to prepare the student for involvement in the practice of financial planning, financial counseling, financial therapy, and/or financial education. Students provide direct assistance to members of the community seeking financial planning assistance, or serve as consult to ASPIRE Clinic staff, completing approximately twenty-five direct contact hours.

Additional Requirements for Graduate Students:
Graduate students will complete a 10-20 page research paper or literature review on an approved topic. Graduate students will also provide a classroom presentation that requires an understanding and synthesis of the selected topic that is well beyond that required for the undergraduate students; the presentation will be at least 20 minutes in length with at least 10 references appropriate to the topic.

Athena Title

Clinical Pract Financial Plan

Equivalent Courses

Not open to students with credit in FHCE 7205E

Undergraduate Pre or Corequisite

(FHCE 5200 or FHCE 7200 or FHCE 7200E) and permission of department

Semester Course Offered

Offered fall, spring and summer

Grading System

A - F (Traditional)

Student Learning Outcomes

  • Students will receive supervised experience in practicing financial planning, financial counseling, financial therapy, and/or financial education
  • Students will learn how to effectively work with individuals from diverse backgrounds and circumstances on important financial matters
  • Students will obtain experience in working within a financial planning and counseling team
  • Students will develop skills in case presentation, writing of case notes, and conducting case research
  • Students will increase their planning, counseling, and therapy skills, develop a theory/system/philosophy of helping/therapy
  • Students will learn to capitalize on supervision/feedback

Topical Outline

  • Academic Service-Learning
  • Procedures and Policies as Outlined in the ASPIRE Clinic Manual
  • Statement of Clinical/Practice Goals
  • Counseling and Communication Skill Development
  • Reflection Exercises
  • Individual and Group Supervision
  • Case Presentations
  • Caseload Management
  • Financial Therapy, Financial Counseling, and Financial Education
  • Observations
  • Theoretical Orientations and Methods of Intervention
  • Ethics and Fiduciary Standard

Syllabus

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