PFFP 320: Client Communication and Counseling for Financial Planners
This course is designed to familiarize students with the relevant communication and counseling skills for enhancing client-financial planner relationships and building a successful financial planning practice. The course focuses on developing and strengthening the soft skills (rather than the technical skills) aspect of financial planning.
PFFP 470: Financial Technology for Financial Planners
This course is designed to familiarize students with the technology software packages employed by financial planning professionals to meet their clients’ financial planning needs. The course provides opportunities for students to gain knowledge and practical experience with professional financial technologies, including RightCapital, eMoney, MoneyGuidePro, Income Lab, Redtail, Holistiplan, and Morningstar Advisor Workstation. This will ensure that students are well-versed in the technologies that drive today’s financial planning before they enter the workforce.