Availabilities:

2021 unit offering information will be available in September 2020

Unit description

Covers concepts, principles and tools associated with financial planning and investor behaviour. The unit develops students’ knowledge and skills in analysing, evaluating and making investment decisions related to investor behaviour and psychology, personal finance and financial planning issues, the psychology of trading and investing strategies, and responsible investing. The unit also provides an overview of professional client engagement, communication and relationships.

Unit content

Topic 1: Foundations of Investor Behaviour

Topic 2: Personal Finance Issues

Topic 3: Personal Finance Issues II

Topic 4: Financial Planning Concepts

Topic 5: Financial Planning Concepts II

Topic 6: Investor Psychology

Topic 7: Investor Psychology II

Topic 8: Trading and Investing Psychology and Strategies

Topic 9: Responsible Investing

Topic 10: Client Engagement

Topic 11: Client Communication

Topic 12: Client Relationships

 

Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

GA1: Intellectual rigour, GA2: Creativity, GA3: Ethical practice, GA4: Knowledge of a discipline, GA5: Lifelong learning, GA6: Communication and social skills, GA7: Cultural competence
On completion of this unit, students should be able to:GA1GA2GA3GA4GA5GA6GA7
1Identify the different types of behavioural biases client(s) exhibit.Intellectual rigour
2Explain the different approaches in decision-making client(s) may prefer. Intellectual rigour
3Describe the linkages between behavioural biases and decision-making and implications for investment decisions made by client(s).Intellectual rigour
4Develop an understanding of individual behavioural patterns as applied across different genders, age and social demographics and cultures.Intellectual rigourEthical practice
5Apply sound judgement when engaging in ethical practice and display professional standards reflecting responsible and sustainable practices.Intellectual rigourEthical practiceCommunication and social skills
6Recognise and apply behavioural finance knowledge to client financial literacy, engagement, best interests and the professional relationship.Intellectual rigourEthical practiceCommunication and social skills
7Demonstrate the ability to communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.Intellectual rigourEthical practiceCommunication and social skills

On completion of this unit, students should be able to:

  1. Identify the different types of behavioural biases client(s) exhibit.
    • GA1: Intellectual rigour
  2. Explain the different approaches in decision-making client(s) may prefer.
    • GA1: Intellectual rigour
  3. Describe the linkages between behavioural biases and decision-making and implications for investment decisions made by client(s).
    • GA1: Intellectual rigour
  4. Develop an understanding of individual behavioural patterns as applied across different genders, age and social demographics and cultures.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
  5. Apply sound judgement when engaging in ethical practice and display professional standards reflecting responsible and sustainable practices.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
    • GA6: Communication and social skills
  6. Recognise and apply behavioural finance knowledge to client financial literacy, engagement, best interests and the professional relationship.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
    • GA6: Communication and social skills
  7. Demonstrate the ability to communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
    • GA1: Intellectual rigour
    • GA3: Ethical practice
    • GA6: Communication and social skills

Teaching and assessment

Notice

Intensive offerings may or may not be scheduled in every session. Please refer to the timetable for further details.

Southern Cross University employs different teaching methods within units to provide students with the flexibility to choose the mode of learning that best suits them. SCU academics strive to use the latest approaches and, as a result, the learning modes and materials may change. The most current information regarding a unit will be provided to enrolled students at the beginning of the study session.

Fee information

Domestic

Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2021 Commonwealth Supported only. Student contribution band: 3

Fee paying courses
For POSTGRADUATE or UNDERGRADUATE full fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees

International

Please check the international course and fee list to determine the relevant fees.

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