BFIN 4010 - Client Advice

Course Description
This course provides insight on the financial planning processes and principles that are vital to today’s financial services organizations. Using relevant software, you will learn skills and techniques for identifying strategies that satisfy clients. You will also evaluate the merits of different financial tools to create value for clients. In addition, you will assess the current financial climate in relation to client risk tolerance, learn to build positive and profitable client relationships, and establish a loyal client base. These goals are accomplished by identifying processes, procedures and legal requirements by which financial institutions are bound.

3 Credits:

Prerequisite(s):

BFIN 3010