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Nov 08, 2024
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FSHS 835 - Professional Practices in Family Financial Planning
Challenges of managing family financial planning practices including, but not limited to: business valuation, personnel, marketing, client services, ethics and technological applications. Relying both on theoretical as well as an applied approach, students will analyze case studies that provide relevant, practical exposure to practice management issues, with a strong emphasis on current research findings.
Credits: (3)
When Offered
II
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