Dec 09, 2024  
2021-2022 Graduate Catalog 
    
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2021-2022 Graduate Catalog [ARCHIVED CATALOG]

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PFP 835 - Professional Practice Management in Personal Financial Planning

Credits: 3

Challenges of managing personal financial planning practices including, business valuation, personnel, marketing, client services, ethics and technological applications. Relying both on theoretical and applied approach, students analyze case studies that provide relevant, practical exposure to practice management issues, with a strong emphasis on current research findings.

Typically Offered
Fall


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