FIN 3180 - Financial Planning Practice Management

Institution:

Utah Valley University

Subject:

Finance

Description:

Prerequisite(s): University Advanced Standing. Prepares Personal Financial Planning students to enter the financial planning industry and run a successful financial planning practice. Provides an overview of the concepts and ideas students need to be successful, including finding a niche, getting referrals, and helping clients identify their values and goals. Incorporates input and content from financial planning industry leaders.

Credits:

1.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.uvu.edu

Phone Number:

(801) 863-8000

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

General Education

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