2027 Unit information is now available. View 2027 unit information
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.
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
| Field of Education | Commencing Student Contribution 1,3 | Grandfathered Student Contribution 1,3 | Approved Pathway Course Student Contribution 2,3 | Domestic Full Fee 4 |
|---|---|---|---|---|
| not applicable |
1 Please refer to more information on student contribution amounts.
2 Please refer to more information on eligibility and Approved Pathway courses.
3 Please refer to more information on eligibility for HECS-HELP.
4 Please refer to more information on eligibility for FEE-HELP.
If you have any questions in relation to the fees, please contact UniConnect or more information is available on StudyAssist.
Please note: international students should refer to What is an indicative Fee? to get an indicative course cost.
Teaching
| Teaching Pattern |
| ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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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