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영어

The purpose of this study was to develop and establish some standard curriculums in the field of Personal Finance area according to the increasing needs of educators and practitioners in the market. To accomplish this purpose, certificate systems and existing curriculums related to financial planning and counseling area offered in Korea as well as in USA were reviewed and analyzed. A survey was conducted to get information of the preference of professionals worked in financial market for the subjects and certificates related to Personal Finance area as well. Based on reviewed certificate systems and existing curriculums and survey results, followings are concluded; the ideal curriculum should include 7 subjects of Financial Planning Process & Ethics, Risk Management & Insurance Planning, Investment Planning, Real Estate Planning, Tax Planning, Retirement Planning & Employee Benefit, and Estate Planning which are required by CFP Board. An introduction and cooperation of CFP Board-Registered program is strongly recommended. There will be some flexibility in operation of standard curricular according to department conditions.