MAA215 - Client Behaviour and Decision Making
| Year: | 2024 unit information |
|---|---|
| Enrolment modes: | Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online |
| Credit point(s): | 1 |
| Previously coded as: | MAF315 |
| EFTSL value: | 0.125 |
| Prerequisite: | MAA255 |
| Corequisite: | Nil |
| Incompatible with: | MAF315 |
| Study commitment | Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit. This will include educator guided online learning activities within the unit site. |
| Scheduled learning activities - campus | 1 x 1.5 hour on-campus lecture (recordings provided) and 1 x 1.5 hour on-campus seminar (recordings provided) each week. |
| Scheduled learning activities - online | 1 x 1.5 hour recorded lecture and 1 x 1.5 hour online seminar (recordings provided) each week. |
Content
This unit builds on the technical knowledge acquired in other units, to broaden students understanding of the professional skills and knowledge required to build long-term client relationships, and develop a deep understanding of clients’ needs in order to formulate strategies and solutions that are in the client’s best interest. Drawing on insights from the behavioural sciences, this unit encourages students to consider how best to build trust, communicate the value of advice, and develop strategies to engage clients at each stage of the financial planning process. Students will be introduced to the field of behavioural finance, to provide insights into client behaviour and factors that influence decision making within a financial services context.
Unit Fee Information
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Tuition fees increase at the beginning of each calendar year and all fees quoted are in Australian dollars ($AUD). Tuition fees do not include textbooks, computer equipment or software, other equipment or costs such as mandatory checks, travel and stationery.
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