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May 09, 2025
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BUS 3040 - The Financial Planning Process
This is a study of the process of financial planning, including gathering information, determining the client’s status, developing and presenting the plan, implementing it, and monitoring its performance. Regulatory, ethical, and legal aspects of financial planning are explored as are such topics as asset valuation, forms of business ownership/entity relationships, ways of taking title to property, and budgeting and personal-use asset management.
Prerequisites & Notes
The prerequisite is junior standing or permission.
Credits: 3
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