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Course ID:FHCE 4250/6250. 3 hours.
Course Title:Practice Management in Financial Planning
Course
Description:
The skills needed to create and sustain a profitable practice in financial planning. Topics pertain to issues facing professionals when they start their practices such as state licensures, regulatory environment, marketing professional practices, business networks, developing client bases, and effective and ethical marketing techniques for practice in financial planning.
Athena Title:PRAC MGT IN FINC PL
Prerequisite:FHCE 3200 or FHCE 3200E or FHCE 3250 or FHCE 3250E or HACE 3200 or HACE 3200E or HACE 3250 or HACE 3250E
Semester Course
Offered:
Offered spring semester every year.
Grading System:A-F (Traditional)
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Syllabus: