Jun 03, 2020  
2019-2020 Undergraduate Catalog 
    
2019-2020 Undergraduate Catalog

FINP 4200 Financial Services Selling


Develops understanding of financial service markets, competitive issues, trends, and client acquisition strategies. Students learn and practice individual and institutional needs-based selling skills and market strategies used among banking, securities, insurance, and diversified professional services. Targeting, initiating, and acquiring client relationships, expanding business opportunities, and maintaining long-term client relationships are the course’s focal points.
Credits: 3.0