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