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FHCE 4250 - Practice Management in Financial Planning

Description
The skills needed to create and sustain a profitable practice in financial planning. Topics pertain to issues facing professionals when they start their practices, such as state licensures, regulatory environment, marketing professional practices, business networks, developing client bases, and effective and ethical marketing techniques for practice in financial planning.
Recent Professors
Caleb Brown
Recent Semesters
Spring 2024, Spring 2023, Spring 2022, Spring 2021, Spring 2020
Former Titles
Practice Mgmt Financial Plan, Prac Mgt in Finc Pl
Class Size
45-85
Credits
3
Professor Reviews
Caleb Brown
•
7mo
Senior
FHCE
Yes, Caleb has an ego. Who doesn't? Questioning his teaching style will not get you far, after all he has made a name in the field. Unpopular opinion, your grade doesn't matter much for this class. Bare minimum will get you by. Failing a quiz= not the end of the world. Try to gain more from his class than a grade/ feel good feelings. :)
Caleb Brown
•
5y
Senior
FHCE
Very tough class. 8AM, mandatory attendance, really hard quizzes, and a big group project at the end. I worked hard in this class and paid close attention to the lectures but still managed to fail a few quizzes. I felt like Caleb thought he was preparing us for the "real world" in this class... yeah, he's that guy.
Read all reviews
Usually Held
TuTh (8:00am-9:15am), TuTh (9:35am-10:50am), TuTh (9:30am-10:45am)
Attributes
Campus Fee Package, $40 Or Under Req Textbook Cost