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Nov 27, 2024
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PFP 836 - Financial Planning Case StudiesCredits: 3
This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of personal finance case studies, the development of a targeted investment policy, and other related financial planning assignments.
Typically Offered Fall, Summer
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