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.

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.