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 in your role as a Financial Adviser. 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 |
| College/School | Tasmanian School of Business and Economics |
| Discipline | Accounting |
| Coordinator | Doctor Ayobolawole Ogundipe |
| Delivered By | University of Tasmania |
| Level | Postgraduate |
Sustainable Development Goals
The Unit Coordinator has identified that this unit aligns with the following UN Sustainable Development Goals. We welcome your thoughts and feedback on the alignment of the unit with these goals.
Availability
Specific information on 2027 unit availability will be available in August
Learning Outcomes
- Explain the evolution of behavioural finance in a financial advice context.
- Describe individual behavioural patterns as applied across different societal and demographic contexts.
- Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
- Analyse and evaluate ethical practice, sustainable principles and professional standards in providing financial advice.
- Construct and present a compliant comprehensive Statement of Advice.
Fee Information
2027 fee information will be available in August.
Teaching
| Teaching Pattern |
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| Assessment | Reflective Journal (25%)|Application questions and research project (35%)|Capstone project (40%) | ||||||||||||
| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required |
Required readings will be listed in the unit outline prior to the start of classes. |
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The University reserves the right to amend or remove courses and unit availabilities, as appropriate.