Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 10:45am - 11:45am
E3a Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability

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Universities serve an important role in the development of financial services professionals. This project is a preliminary analysis of student performance in financial planning courses redesigned from a traditional lecture format to an active learning format. Active learning literature from higher education, accounting, and STEM guided the course redesigns. Participants are undergraduate students in financial planning programs at two southeastern state universities in the U.S. Experiential learning and service learning have been documented in the literature; however, these pedagogies are community-based and external to the classroom. Financial planning literature regarding instructional techniques in the classroom is limited. Additional studies are needed to evaluate the effectiveness of active learning in financial planning classrooms. The purpose of this study is to measure, evaluate and record the effectiveness of course redesigns for large sections of an introductory personal finance course and core courses in the curriculum of the financial planning major.  

Author(s): Kenneth White, Kimberly Watkins, Michael Thomas, Lance Palmer


Kenneth John White, Jr.

Assistant Professor, University of Georgia

Wednesday October 16, 2019 10:45am - 11:45am CDT
202 AB

Attendees (3)