Hobart
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 2021
Unit name | Financial Planning Skills |
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Unit code | BFA610 |
Credit points | 12.5 |
Faculty/School | College of Business & Economics Tasmanian School of Business and Economics |
Discipline | Accounting and Accountability |
Coordinator | |
Level | Postgraduate |
Available as student elective? | No |
Breadth Unit? | No |
Availability
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).
Learning Outcomes
LO1 | Explain the evolution of behavioural finance in a financial advice context. |
LO2 | Describe individual behavioural patterns as applied across different societal and demographic contexts. |
LO3 | Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers. |
LO4 | Analyse and evaluate ethical practice and professional standards in providing financial advice. |
LO5 | Construct and present a compliant comprehensive Statement of Advice. |
Fees
Requisites
Prerequisites
Co-requisites
Teaching
Assessment | Reflective Journal 15%, Application Questions and Research Project 35%, Capstone Project 50%. |
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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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