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The Importance of the \Client\ Experience for Financial Planning Students: A Qualitative Inquiry of Themes
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The Importance of the \Client\ Experience for Financial Planning Students: A Qualitative Inquiry of Themes
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The Importance of the \Client\ Experience for Financial Planning Students: A Qualitative Inquiry of Themes
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Journal Article
The Importance of the \Client\ Experience for Financial Planning Students: A Qualitative Inquiry of Themes
2024
Overview
The benefits of engaging a financial planner are well-documented in the literature. That is why it is so surprising that very few financial planners had their own planners despite spending their days purporting the importance of having a planner to potential clients. This article introduces an exercise, designed for financial planning courses, which encourages students to meet with a financial planner and write about their experience. The essays were examined using the qualitative methodology of thematic analysis. Several themes emerged: (a) insights into what it would be like to be a financial planner, (b) decreased anxiety after seeing the planner, (c) better empathy regarding the client's experience, (d) increased respect for the interpersonal skills required to do financial planning, and (e) receiving personal and professional benefits to seeing a financial planner. Implications for both Certified Financial Planner Board Registered Programs and existing financial planners are provided based on these results.
