FIN-4124: Client Relationship Management
Description: Investigation of socio-psychological factors and communication/interviewing strategies that foster trust-based relationships essential to the success of financial advisors and other financial service professionals. Graduate students are expected to have completed AAEC 3104 or FIN 3124 or an equivalent course or may enroll with permission of the instructor.
Pathways: N/A
Course Hours: 3 credits
Corequisites: N/A
Crosslist: N/A
Repeatability: N/A
Sections Taught: 24
Average GPA: 2.90 (B)
Strict A Rate (No A-) : 23.31%
Average Withdrawal Rate: 0.18%
| Douglas M Patterson | 2006 | 18.2% | 29.2% | 43.4% | 5.7% | 3.5% | 0.0% | 2.52 | 7 |
| Ruth H Lytton | 2020 | 18.1% | 51.0% | 26.1% | 3.4% | 0.9% | 0.4% | 2.82 | 6 |
| Jungshik Hur | 2005 | 41.1% | 46.2% | 12.7% | 0.0% | 0.0% | 0.0% | 3.26 | 4 |
| Jamie Lynn M Byram | 2022 | 46.3% | 40.0% | 7.6% | 6.2% | 0.0% | 0.0% | 3.21 | 3 |
| Jeffrey C Hobbs | 2005 | 24.2% | 33.3% | 33.3% | 6.1% | 3.0% | 0.0% | 2.76 | 1 |
| Shu Yi Tsai | 2005 | 27.3% | 38.6% | 29.5% | 2.3% | 2.3% | 0.0% | 2.84 | 1 |
| Catherine A Kennedy | 2024 | 32.8% | 65.5% | 0.0% | 0.0% | 0.0% | 1.8% | 3.41 | 1 |
| Jeremy V Harris | 2023 | 56.4% | 40.0% | 3.6% | 0.0% | 0.0% | 0.0% | 3.52 | 1 |