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 2020
| 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 | |
| Level | Postgraduate |
| Available as student elective? | No |
| Breadth Unit? | No |
Availability
Note
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Units are offered in attending mode unless otherwise indicated (that is attendance is required at the campus identified). A unit identified as offered by distance, that is there is no requirement for attendance, is identified with a nominal enrolment campus. A unit offered to both attending students and by distance from the same campus is identified as having both modes of study.
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TNE Program units special approval requirements.
* 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).
Learning Outcomes
| LO1 | Employ and apply theoretical knowledge of the psychology of client engagement in the financial services context. |
| LO2 | Appraise individual behavioural patterns as applied across different societal and demographic factors. |
| LO3 | Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers. |
| LO4 | Employ sound judgment when engaging in ethical practice and displaying professional standards. |
| LO5 | Construct and present a compliant comprehensive Statement of Advice. |
Fees
Teaching
| Assessment | Internal Assessments (40%); Examination (60%). |
|---|---|
| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required | Details of any required textbooks will be available in the Unit Outline. |
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The University reserves the right to amend or remove courses and unit availabilities, as appropriate.