Availabilities:
Not currently available in 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.
Learning outcomes and graduate attributes
| On completion of this unit, students should be able to: | GA1 | GA2 | GA3 | GA4 | GA5 | GA6 | GA7 | |
|---|---|---|---|---|---|---|---|---|
| 1 | Identify the different types of behavioural biases client(s) exhibit. | Intellectual rigour | ||||||
| 2 | Explain the different approaches in decision-making client(s) may prefer. | Intellectual rigour | ||||||
| 3 | Describe the linkages between behavioural biases and decision-making and implications for investment decisions made by client(s). | Intellectual rigour | ||||||
| 4 | Develop an understanding of individual behavioural patterns as applied across different genders, age and social demographics and cultures. | Intellectual rigour | Ethical practice | |||||
| 5 | Apply sound judgement when engaging in ethical practice and display professional standards reflecting responsible and sustainable practices. | Intellectual rigour | Ethical practice | Communication and social skills | ||||
| 6 | Recognise and apply behavioural finance knowledge to client financial literacy, engagement, best interests and the professional relationship. | Intellectual rigour | Ethical practice | 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. | Intellectual rigour | Ethical practice | Communication and social skills | ||||
Teaching and assessment
Fee information
Domestic
Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2020 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.