Pope, 1991

“Characteristics and Needs of Students Interested in Financial Planning (Financial Counseling and Planning, Volume
2, 1991)

By: RALPH A. POPE AND THOMAS S. HOWE

CONTACT: RALPH A. POPE (EMAIL: poper@csus.edu)

POSTAL School of Business Administration – Management, California State University, Sacramento, California:

PHONE: (916) 278-6921

This study attempts to develop a profile of college students who are most interested in financial planning and would,
therefore, be prime candidates for enrolling in a basic financial planning course. It was found that a student’s
educational and career aspirations both appear to be contributing factors in an individual’s perceptions of and attitude
towards financial planning. Also, there appears to be no difference in the degree of interest in financial planning
displayed by business and nonbusiness majors. This study also identifies those financial planning areas that students
find most interesting. Students appear to be most interested in those areas that provide economic security. This
information is useful for the development of course content.

KEY WORDS: education for financial planning, financial planning