Financial Plan Writing

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January 7 (2015) - February 25 (2015)

The Financial Plan Writing course integrates the material in all other dedicated financial planning courses. This course will be structured as a case writing course and the cases used will closely reflect the types of cases that students may encounter as a financial planner.  Hence, each case will have components of all other FP courses and will integrate such material to reflect the complexities of real life clients.

 

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