Course Descriptions

The Course Descriptions catalog describes all undergraduate and graduate courses offered by Michigan State University. The searches below only return course versions Fall 2000 and forward. Please refer to the Archived Course Descriptions for additional information.

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FI 465  Sales and Relationship Management in Wealth Management

Semester:
Fall of every year, Spring of every year
Credits:
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 311
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management and open to students in the Financial Planning and Wealth Management Minor.
Not open to students with credit in:
FI 840
Description:
Issues, concepts, and tactics used in the financial planning and wealth management profession to market, sell, and manage ongoing client relationships. Focus will be on those who will be working in the industry after graduation.
Effective Dates:
FS25 - Open