Overview

Strategic Client Engagement

This course introduces students to the principles and application of the sales process. Included in this course are the following topics: prospecting, approach, presentation, close techniques, objection handling, and relationship management. Students are required to execute an effective individual sales presentations, conduct interviews, and complete written proposals and reports.

Course Code: 
MGMT-3059
Prerequisites: 
# Take FINA-5008 (Financial Planning) or FINA-1024 (Financial Planning) ; # Take FINA-6008 (Retirement Planning) or FINA-1013 (Retirement Planning) ;

 

Thank you for your interest in this course. At this time, there are no upcoming classes scheduled. New offerings in future terms will appear below so you are encouraged to check back again throughout the year. To inquire about when upcoming classes might be planned, please fill in the form on this page and we will respond shortly.