Unit of Study FINC2002 Behavioural Finance and Client Relationships (2024)

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Unit Snapshot

Unit type

UG Coursework Unit
Credit points

12
Faculty & College

Faculty of Business, Law and Arts
Placement

No

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, and client relationships.

Unit content

Module 1: Behavioural Finance: An Introduction

Module 2: Financial Literacy and Household Investment Decisions

Module 3: Personality Traits and Socio-Demographic Factors

Module 4: Financial Wellbeing, Motivation and Satisfaction

Module 5: Financial Counselling, Coaching and Therapy

Module 6: Advising the Behavioural Investor

Availabilities

Location	Domestic	International
Gold Coast	Term1	Term1
Online	Term1	N/A

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.

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

describe the linkages between behavioural biases and decision-making and implications for investment decisions made by client(s)

apply an integrated understanding of individual behavioural patterns and biases across different genders, age, and social demographics and cultures

apply ethical and professional standards to demonstrate responsible and sustainable practices

synthesise behavioural finance knowledge to provide client-centred financial advice focusing on financial literacy, engagement, best interests and the professional relationship.

Teaching and assessment

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Report	50%
Case study	50%

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Report	50%
Case study	50%

Prescribed learning resources

Prescribed Texts

Baker, K and Ricciardi, V, 2014, Investor Behavior: The Psychology of Financial Planning and Investing, Wiley. ISBN: 9781118492987.

Prescribed Resources/Equipment

Access to a computer with a webcam and reliable internet connection.

Prescribed Learning Resources may change in future Teaching Periods.

Fee information

Domestic

Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.

Fee paying courses
For postgraduate or undergraduate full-fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees.

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