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Financial Plan Development, Consulting and Negotiation
FIN 711 (Offering: 2003)


Description


Postgraduate Course
This course provides the student with the theory and skills required for data gathering, identification of client needs, plan preparation, developing the plan to appropriate professional and regulatory standards, plan presentation and review. Also covered are the essential communication and negotiation skills for effective dealing with clients.

Other Information

Area(s) of Study: Finance

Number of Units: 12

Prerequisite: (FIN720) plus (FIN710) or (FIN712)  

 

 

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