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Experiential learning plays a critical role on reinforcing knowledge learned from textbooks and apply it in the real world scenarios. This internship provides a financial planning major student with valuable learning experiences at one of the major financial planning firms in the Columbus area. During the internship, the student learned to use the financial planning software, investment platform and client management system. Additionally, the student participated in client meetings and worked with various teams focusing on different aspects in financial planning.
Scholarship of Teaching and Learning
Diao, Anta and Peng, Martina, "Experiential Learning: Practicing Real World Financial Planning" (2018). Scholars Showcase 2018: Innovations in Leadership and Learning. 61.