FIN 6450 - Planning for Financial Planning Business Owners

Institution:

Utah Valley University

Subject:

Finance

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.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.uvu.edu

Phone Number:

(801) 863-8000

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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