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Mar 29, 2024
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CA 745 - Professional Practices in Financial PlanningCredits: 3 Challenges of managing financial planning practices including, but not limited to: business evaluation, personnel, marketing, client services, ethics and technological applications. Relying both on a theoretical as well as an applied approach, students will analyze case studies that provide relevant, practical exposure to practice management issues, with a strong emphasis on current research findings. Notes: Sections of this course are provided online through the Great Plains Interactive Distance Education Alliance.
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