Course Highlights: Key Takeaways & Lessons for Reflection

RachelSeton_CFFP
RachelSeton_CFFP CFFP Faculty & Instructors Posts: 102
edited February 6 in Financial Planners Professional Community

@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch @SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @MichaelAngell_CFFP @BarclayRoper_CFFP @CindyShnaider_CFFP@ToddFeldman_CFFP

Faculty, we’d love for you to post a comment below and share key takeaways or impactful lessons from your course that students can reflect on. Your insights can spark meaningful conversations and reinforce essential concepts.

Here are some ideas to get you started:

💡 Key Course Concepts:

  • What’s one topic or principle that every student should master?
  • How does this concept apply to emerging trends or challenges in the financial planning industry?
  • What advice would you give students to implement this knowledge in their professional roles?

📊 Practical Tips:

  • Share a quick guide or tip for using a financial calculator effectively.
  • Explain a common area where students often struggle—like plugging in equations—and offer a simple solution.

🧠 Real-World Application:

  • Share a story or case study where this concept made a tangible difference in the financial planning process.
  • Encourage students to reflect on how they’ve applied lessons from your course in their careers.

Let’s create a space for knowledge sharing and engagement! We’d love to hear your thoughts and see what lessons have resonated most with your students.

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Comments

  • SaraStolbergBerkowicz_CFFP
    SaraStolbergBerkowicz_CFFP Posts: 19

    Moderator

    🚨

    I often think about the concepts of money scripts that are covered in PFPL 522 (Behavioral Finance) and PFPL 650 (Client Psychology and Communications) when I meet with clients. As they tell me their stories, goals, and challenges, I relate them to their beliefs about money. Understanding how ideas about money are developed in childhood and reinforced by parents and peers helps me communicate more effectively with clients. They appreciate my empathy, which also builds client trust.

    I highly recommend taking these courses. They will improve your client skills and hopefully your bottom line.

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