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
