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Our Financial Planning Community Project takes undergraduate financial planning students out of the classroom and assigns them for a whole semester to a local financial advisor. The goal of this project is to connect our financial-planning students with the Financial Planning profession.
In this project, pairs of financial planning students team up with a financial advisor for one semester, to provide three financial planning sessions free of charge to students in financial need. The 90-minute financial planning sessions, done by Zoom, start out with the student-planners interviewing the student-client to complete a cash flow statement, identify financial goals and develop specific financial questions for the financial advisor. Next, the financial advisor develops an action plan for the student-client while the student-planners take notes. After the student-client has left the financial planning session, financial advisor and student-planners debrief and finalize the action plan for the student-client in writing. The action plan is later shared with the student-client by email.
The community project is a collaborative effort between the Financial Planning Association of Central Ohio and our three academic institutions in Columbus, Ohio. We launched the project in Autumn semester 2020 and have already engaged over the course of two semesters a total of 35 financial advisors from independent RIAs in Central Ohio with 120 financial planning students and served close to 150 student-clients. This program will connect financial planning students to local professionals in their field of study, it will provide potential talent to local financial planning firms, and it will serve students in need of financial advice. We will provide a needed service in the community and encourage more diverse groups of students to participate and choose a career in Financial Planning.