Oct 26, 2020  
2019-2020 Shepherd University Catalog 
    
2019-2020 Shepherd University Catalog [ARCHIVED CATALOG]

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MBA 551 - Financial Planning Process, Environment and Applications

(3cr) This course provides an overview of the financial planning process, starting with the importance of financial planning, the role and responsibilities of a financial planner, effective communication techniques, and covers topics such as risk management, laws and regulatory issues, the role of ethics and the economic environment for financial planning, time-value-of-money concepts, financial decision-making and financial planning applications.



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