FI 430 - Business Development in Financial Services

Institution:

Golden Gate University-San Francisco

Subject:

Description:

Presents a qualitatively oriented approach for financial services professionals (e.g., in investments, banking, financial and estate planning, real estate, insurance, consulting and accounting) wanting to develop greater business development skills in attracting and maintaining clients. Topics include seven habits of highly effective professionals, principle-centered professionalism and ethics, client assessment, helping clients make financial decisions, negotiating, financial sales and practices, ethical and professional issues, and professional presentations.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.ggu.edu

Phone Number:

(415) 442-7800

Regional Accreditation:

Western Association of Schools and Colleges

Calendar System:

Trimester

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