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Description

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.

Publication Date

10-5-2018

Keywords

Learning

Disciplines

Scholarship of Teaching and Learning

Experiential Learning: ​Practicing Real World Financial Planning

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