Spotlight on Internships
Brandon Fredman, a University of Missouri Personal Financial Planning senior, served Spring 2018 as a tax associate intern for CL Parrish Enterprises Inc., dba. Tami R. Benus, CPA. His responsibilities included entering data from tax documents provided by clients and preparing tax returns while maintaining professional communication with clients to resolve issues with missing documents or answer questions about their small business. "You can really learn a lot about a person by doing their taxes," said Fredman.
Fredman believes that through preparing tax returns he has learned about financial decisions people make, whether good or bad, which teaches the importance of financial literacy. "The financial services industry is about trust. People will give me their social security number, bank info, and essentially a key to their lives. I take this very seriously."
All students in the MU Personal Financial Planning degree program are required to complete an internship in a financial planning industry role to be eligible for graduation. The program is a CFP Board Registered Program that meets the educational requirements for its graduates to sit for the Certified Financial Planner™ exam.
Chris Moore, a University of Missouri Personal Financial Planning senior, serves as an Investments and Retirement Planning Intern at The Bank of Missouri. He is engaged in an experiential learning opportunity enhancing his knowledge of investment management, retirement planning, and fiduciary trust services through conducting research, preparing reports, formulating financial plans, and analyzing investment portfolios. Moore has learned the number one priority for a banking institution, such as The Bank of Missouri, is maintaining the fiduciary relationship with clients. "Learning about client relationships, investments, and retirement planning has been crucial for my growth as an aspiring CFP®," says Moore.