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FI 465 taught by Daniel Alexander Lake (Course & Instructor) - Grade Details
(with breakdown by semester)
Course Title: Sales and Relationship Management in Wealth Management
Course Description: Overview of the 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.
Spring 2026
Average Grade - 3.946
Median Grade - 4.0