FIN 6400 - Managing Client Relationships

Institution:

Utah Valley University

Subject:

Finance

Description:

Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business. Outlines processes for developing and sustaining client relationships to manage a professional financial planning operation. Reviews alternative electronic applications designed to support client relationships. Evaluates the effectiveness of alternative client management systems including both strengths and challenges of such systems.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.uvu.edu

Phone Number:

(801) 863-8000

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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