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

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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)
Case study50%

Teaching method
Workshop 1 hour (Weekly)
Tutorial 2 hours (Weekly)
Case study50%

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


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