Embedding Communication Skills for Future Financial Planners

Financial planners need to have solid knowledge of a range of financial concepts and be adeptcommunicators. Australian universities comprehensively ground students in the necessary contentknowledge for their future careers, however, scant attention is paid to the indispensable communication skillsthat students will need when they enter the professional arena. Students need to accumulate financialplanning knowledge but they also have to interact with clients and peers in a business where they willnegotiate a professional identity for themselves that will serve their specific expertise. It takes time to developthese skills and to assume a professional identity. The focus of our paper is how to engender this persona atthe same time as the students acquire their knowledge. We focus on strategies and activities that were used toembed professional communication skills within a financial planning subject in a regional university throughexperiential learning and authentic tasks.