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Classes and seminars in Trimester 2, 2020 will be online.
Last updated: 2 June 2020
Not offered in 2020
This unit is only available to students enrolled in N002, M769, M669, M569, M701, M770, M640 and M540
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Students will on average spend 130 hours undertaking the teaching, learning and assessment activities for this unit. Students will have 24 hours of face-to-face contact over the course of 3 consecutive days with separate independent and collaborative learning required both prior to and subsequent to the Intensive.
Students will be required to access the Unit Site for reading and preparation work which will be available four weeks prior to the commencement of the intensive.
Students can expect to spend 130 hours undertaking the learning and assessment activities for this unit. Collaborative learning required both prior to and subsequent to the Intensive.
In addition to the online scheduled learning activities, this intensive unit requires students to attend three consecutive days of face to face intensive study in Melbourne CBD at Deakin Downtown, Tower 2 Level 12/727 Collins Street from 9.00am to 5.00pm.
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 not have 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 client behaviour and factors that influence decision-making. The unit also seeks to provide students with a theoretical and practical understanding of the ethical and professional requirements within a financial services context.
These are the Learning Outcomes (ULO) for this UnitAt the completion of this Unit, successful students can:
Deakin Graduate Learning Outcomes
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: CommunicationGLO5: Problem Solving
ULO3
Apply knowledge of behavioural biases that 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.
GLO8: Global Citizenship
Assessment 1: Multiple Choice Quiz
Assessment 2: Case study (group of 4)
-Presentation in class
-Business Report
10 minute presentation; and
3000 word report
50% total:
Presentation - 20%
Report - 30%
Assessment 3 (Individual)- Report (business)
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.
Student must achieve 80% on the MCQ test and 50% of total available marks
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