Planning for Financial Planning Business Owners. ((3 Credits))

Catalog description

Prerequisite(s): Acceptance into the Masters of FPA Program Reviews varied business organizations, structures, processes, and other related activities necessary to the effective management of a financial planning business. Evaluates client management, financial planning software, business and tax accounting software, and other needed technology support. Teaches professional development activities for planning professionals and staff. Analyzes marketing, human resources, and other business function processes. Integrates best business practices.