Professional Practices in Financial Planning

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1500

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Graduate Standing or Permission of InstructorChallenges of managing financial planning practices including, but not limited to: business valuation, personnel, marketing, client services, ethics and technological applications. Relying both on a theoretical as well as an 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, Spring, Summer)→FFP 5700→unlocks 0 courses

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