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Course Description: Challenges of managing financial planning practices including, but not limited to: business evaluation, personnel, marketing, client services, ethics and technological applications. Relying both on a theoretical as well as an applied approach, students will analyze case studies that provide relevant, practical exposure to practice management issues, with a strong emphasis on current research findings. |
Instructor Information |
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Name:
Maddux, Esther Tidemann, Gail |
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Instructor Biography:
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Course Information |
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Text Book(s): |
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| Minmum Credit:3 |
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Course Syllabus: |
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Note: The syllabus provided here may not be a complete syllabus, please reference course materials for complete information through Desire2Learn upon course start date. |
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Special Instructions: |
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Corequisites:
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Technology |
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Minimum Computer Skills: |
| Minimum Technological Requirements: https://d2l.sdbor.edu/shared/sdsu/require.htm |
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Special Technology Requirements:
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Important Dates |
| Start Date: 1/14/2010| End Date: 5/14/2010 |
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Broadcast Information: Location Day(s) Start Time End Time CINT INTE |
| Registration Start Date: 3/1/2009 |
| Registration End Date: 1/24/2010 |
| Last Day to Drop Course with Refund: 1/24/2010 |
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Last Day to Withdraw from Course (NO REFUND): 4/13/2010
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