Integration Of Professional Certification Examinations With The Financial Planning Curriculum: Increasing Efficiency, Motivation, And Professional Success

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Joseph W. Goetz
Dandan Zhu
Vickie L. Hampton
Swarn Chatterjee
John Salter


Personal financial planning, professional education, financial services, Higher education, curriculum reform


This article provides a theoretical-based rationale and plan of action for educational programs to encourage and create opportunities for the integration of course study with professional exam preparation, while highlighting the complementary benefits for students, academic programs, and the financial services profession. Serving primarily as a model for faculty associated with university-based financial planning education, this article also provides a foundation for future research in this area. In addition, the article presents descriptive information on select designations and licenses currently available that finance and financial planning students could pursue concurrently with coursework.


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