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Dec 07, 2025
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PFP 757 - Financial Behavior Assessment ConsultingCredits: 3
Students will learn characteristics, cultural factors, support issues, confidentiality and facilitation of discussions concerning the personal involvement, the family involvement, and the financial professional involvement in financial planning and counseling. The intent is to provide financial planners and counselors a framework for guiding individuals and families in restructuring dysfunctional developmental financial behavior.
Typically Offered
On Demand
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