Fundamentals of Family Financial Planning

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Graduate Standing or Permission of InstructorIntroduction to the financial planning process and establishing client-planner relationships. Applied work in cash flow, credit and debt, income tax, insurance, investment, retirement and estate planning. Review of services provided to families, documentation required, ethics in financial planning, and Certified Financial Planner licensee responsibilities. (Typically Offered: Fall, Spring, Summer)→FFP 5300→unlocks 0 courses

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