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