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2020 unit information
Classes and seminars in Trimester 2, 2020 will be online.
Last updated: 2 June 2020
For M540, M569, M640, M669, M769, M770 and N002 enrolled students: Nil
All other students: MAA745 or MAF765
Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.
1 x 3 hour seminar per week
Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration
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The Financial Planning professional must be able to build a deep understanding of their client’s needs, and be able to anticipate issues many clients may have not even considered. This unit builds on the technical knowledge acquired in other units, to broaden students understanding of the professional skills and knowledge required to manage long-term client relationships, and develop comprehensive 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 requires students to develop strategies to build trust, communicate the value of advice, and engage clients at each stage of the financial planning process. Students will be introduced to the field of behavioural finance, to develop an understanding of factors that influence financial behaviour and decision making and approaches to positively influence behavioural change.
These are the Learning Outcomes (ULO) for this UnitAt the completion of this Unit, successful students can:
ULO1
Critically draw upon the theoretical knowledge of the psychology of client engagement in the financial services context to design effective strategies for engaging a variety of clients.
GLO1: Discipline-specific knowledge and capabilities
ULO2
Think critically to solve communication problems and communicate effectively (verbal and non-verbal) with clients and peers.
GLO2: Communication
GLO5: Problem solving
ULO3
Apply knowledge of behavioural biases individuals may exhibit and explain strategies to mitigate the impact of these biases on financial decision making.
ULO4
Adapt sound judgment when engaging in ethical practice and display professional standards reflecting responsible and sustainable practices.
These Unit Learning Outcomes are applicable for all teaching periods throughout the year
Assessment 2:
Part 1: Report (Research) (Individual)
Part 2: Written Reflection (Self) (Individual)
Part 1: 1500 words.
Part 2: 1000
Part 1: 20%
Part 2: 10%
The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.
The texts and reading list for the unit can be found on the University Library via the link below: MAA728 Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.
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