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Financial Services Sales and Negotiation

Course CodeFINA-706
Lecture hours per week4
Lab hours per week
Course AvailabilityOpen
Description

This course builds on the student's foundational knowledge of the Financial Services Industry and marries critical interpersonal skills with the full range of issues surrounding compliance, ethics and overall best practices. Questions involving KYC and CRM are woven into a case-based approach emphasizing the importance of relationship selling, strategic selling principles, prospecting, sales presentations and negotiation skills, Students will develop confidence and professionalism while improving communication skills.

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