Seminar: Communication in Financial Planning
||South Dakota State University
||3 credit hours - $590 per credit
||May 31, 2022 - August 05, 2022
This course provides students with an introduction to the process of developing productive client-planner relationships. Topics will include communication strategies and techniques, client information gathering and management, various approaches for creating meaningful client deliverables, ethics, and legal issues.
For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
View the Campus Coordinator Directory >>
Disability Support Services
To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.
Communication Essentials for Financial Planners: Strategies and Techniques
Grable, John E.; Goetz, Joseph W.
Edition: 1st Edition
Approximately 2-3 weeks before the first day of class, the SDSU campus coordinator, Sarah (Heewon) Kim
, will email course access information to visiting students.
Your username and password for D2L will be the same when you first log in. For example, if your name is MaryJo McCullough, then your username will be MaryJo.McCullough and your password will be MaryJo.McCullough. Usernames and passwords are case sensitive and you will be required to change your password once you have logged in.
If you have trouble completing any of the steps above, forget your password, or have any questions, please contact the SDState Support Desk at 605-688-6776 for assistance.
This course does not require an exam proctor.
This course does not include synchronous components.