MAA215 - Building Client Relationships

Year: 2018 unit information
Enrolment modes: Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s): 1
Previously coded as: MAF315
EFTSL value: 0.125
Unit chair:

Campbell Heggen (Trimester 1 and Trimester 2)



Corequisite: Nil
Incompatible with: MAF315
Contact hours:

Campus: 1 x 1 hour class, 1 x 2 hour seminar per week

Cloud (online): Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration.


This unit aims to develop students' knowledge of the skills and knowledge required for effective communication within a professional services context, and increase their awareness of the skills and strategies required to comply with ethical and operational guidelines. It encompasses informing the client of the professional/financial services process and obtaining relevant information on their existing financial situation and expectations, as well as the establishment of an ongoing client relationship based on trust, honesty, empathy, technical expertise and highly developed communication skills. The unit features a strong, practical emphasis on formal oral and written skills, including role plays as well as group and individual presentations.


Assessment 1 (group 2-3 students):

  • Part A - Written Assignment (3000 words) - 20%
  • Part B - Video presentation (12 mins) - 20%

Assessment 2 (Individual):

  • Part A - Video Presentation (8 mins) - 20%
  • Part B - Written reflection (1000 words) - 10%

Examination (2 hours) - 30%

Hurdle requirement: achieve at least 50% of the marks available on the examination

Unit Fee Information

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