Apr 04, 2020  
2019-2020 Undergraduate and Graduate Catalog 
    
2019-2020 Undergraduate and Graduate Catalog [ARCHIVED CATALOG]

Add to Portfolio

PFP 5365 - Fundamentals of Life-Centered Financial Planning

3 Semester Credit Hours
Examines the role of the client’s story and the relationship of that story to the numbers articulated in a financial plan. Broadened client discovery techniques and various dialogues around fiscal philosophy, meaningful financial objectives and life transitions. 



Add to Portfolio