MAA215 - Client Behaviour and Decision Making

Year:

2020 unit information

Enrolment modes: Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Cloud (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.

Scheduled learning activities - campus

1 x 3 hour class per week

Scheduled learning activities - cloud (online)

Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration.

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.

Hurdle requirement

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

Unit Fee Information

Click on the fee link below which describes you:

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