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Learn how apply the knowledge acquired from the required Personal Financial Planning curriculum to create a complete financial plan from the ground up. Client counseling, data gathering, presentation, and implementation of financial plans will b...
... )( Section 1) Quarter: WINTER 2024 Instructor Robert H. Mauldin II, CFP®, CRPC ... , is a financial advisor at Citi Personal Wealth Management. He has worked in Finance for the last 18 ...