A Financial Planning Course with Real Clients
A Financial Planning Course with Real Clients
Created by Sherman D. Hanna, Professor, Consumer Sciences Department, Ohio State University
1999 Paper Presented at the Association for Financial Counseling and Planning Education conference.
Old version of course web page (Will be updated after June 15, 2008. I have not updated it for several years because I use a class management system accessible only by enrolled students)
Excel file I use for income projection, consumption smoothing suggestions, and simple portfolio advice (I will be demonstrating and discussing this at the Academy of Financial Services meeting in early October in Boston — I am seeking feedback and help in further development.)
Two risk tolerance questions I use