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Mar 25, 2026
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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.
Repeat for Credit
Y
Typically Offered
Fall
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