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Course Description: Challenges of managing financial planning practices including, but not limited to: business valuation, 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.
Meeting Place and Times: This course in online.
Instructor(s): Esther Maddux, PhD.
Prerequisites: Students enrolled in the Family Financial Planning Program through the Great Plains Interactive Distance Education Alliance (GPIDEA) have first priority to enroll in the course. Students not enrolled in the program may register if room is available. To learn more about course requirements and availability contact Janine Hansen at jhansen@montana.edu or (406) 994-5240.
Cost: $1,290.00
Required Books/Materials: - Garrett, S. (2007). Garrett’s guide to financial planning: How to capture the middle market and increase your profits, 2nd ed. Cincinnati, OH: National Underwriter.
ISBN: 978-0-87218-919-5 - Leimberg, S.R. (Ed.), Bruckenstein, J.P., Drucker, D.J. (2004). Tools & Techniques of Practice Management, 1st ed. Erlanger, KY: National Underwriter.
ISBN: 9780872186539
- Rattiner, J. (2005). Getting started as a financial planner (Revised and Updated Edition). Princeton, N.J: Bloomberg Press.
ISBN: 9781576603574 Publication Date 9/2009
- Weiss, A. (2008). Value-based fees: How to charge and get what you’re worth (2nd Ed). San Francisco: Pfeiffer.
ISBN: 978-0-470-27584-9
Computer Requirements: - Computer running Windows 2000 or newer or Mac OS X
or higher
- CD-ROM drive
- Internet access
For More Information: To learn more about the Family Financial Planning Program visit our website www.montana.edu/montanagpidea or contact Ann Perkins at ann.perkins@montana.edu.
How to Register: Register Online
Register Online
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