Courses & Units

Financial Planning Skills BFA610

Note:

The 2020 unit offering details for the Graduate Diploma of Financial Planning are currently being confirmed. In the meantime, please contact U.Connect@utas.edu.au with any queries regarding this course.

Introduction

The purpose of this unit is to provide you with guidelines on how to communicate effectively with your clients and to ensure that you have the appropriate information from them to provide them with the best possible advice. This unit has been designed to provide you with suggested questions and formats for compliance to the current legislative requirements of “knowing your client” before you provide them with a detailed financial plan or statement of advice. The object of this unit, therefore, is to assist you to gain the skills necessary to establish a harmonious rapport with your clients that will, in turn, build a lasting relationship.

Summary

Unit name Financial Planning Skills
Unit code BFA610
Credit points 12.5
Faculty/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Accounting and Corporate Governance
Coordinator

Roger Colbeck

Level Postgraduate
Available as student elective? No
Breadth Unit? No

Availability

This unit is currently unavailable.

Note

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* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).

Unit census dates currently displaying for 2020 are indicative and subject to change. Finalised census dates for 2020 will be available from the 1st October 2020.

About Census Dates

Learning Outcomes

LO1Employ and apply theoretical knowledge of the psychology of client engagement in the financial services context.
LO2Appraise individual behavioural patterns as applied across different societal and demographic factors.
LO3Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
LO4Employ sound judgment when engaging in ethical practice and displaying professional standards.
LO5Construct and present a compliant comprehensive Statement of Advice.

Fees

Domestic

Band Field of Education
3 080101

Fees for next year will be published in October. The fees above only apply for the year shown.

Please note: international students should refer to this page to get an indicative course cost.

Teaching

Assessment

Internal Assessments (40%); Examination (60%).

TimetableView the lecture timetable | View the full unit timetable

Textbooks

Required

Details of any required textbooks will be available in the Unit Outline.

The University reserves the right to amend or remove courses and unit availabilities, as appropriate.