The CPE Store, Inc.

Providing self-study continuing education courses to accounting professionals since 1995


Communications and Marketing

Credit Hours
Selling to the Affluent (10 hours)

Selling to the Affluent

Available in PDF format only
Selling to the Affluent
Course number: MM156202
The financial crisis has affected the affluent as well as the less affluent. This course brings you up to date with today's affluent and helps you understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Explains how the financial crisis elevated the level of anxiety and how this has affected major purchase decisions and offers step-by-step guidance on how to navigate the process of overcoming social self-consciousness during the sales process. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Communications and Marketing    Course credit: 10 hours



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