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301340 (v.2) Finance (Plan Construction) 519

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Area:	School of Economics and Finance
Contact Hours:	3.0
Credits:	25.0
Laboratory:	1 x 1 Hours Weekly
Seminar:	1 x 2 Hours Weekly
Examination of the topics of the prospective client, data gathering, client needs and strategies, plan preparation, developing the plan to CFP standard, plan implementation and financial plan review.

 

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