EFB345 Managing Investments and Client Relationships
This unit will not be available for enrolment until 2027. Details including the unit outline and fee information will be available from October 2026.
| Unit code: | EFB345 |
|---|---|
| Prerequisite(s): | EFB210 |
| Credit points: | 12 |
| Timetable | Details in HiQ, if available |
| Availabilities |
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A key component of financial planning advice is managing investments and relationships with clients. The purpose of this advanced unit is to build on the financial knowledge gained in earlier units in this major to develop and refine knowledge and skills for managing client investments, setting client investment goals and risk profiles, and managing client relationships. Students will practise communicating effectively with clients, demonstrating ethical and professional conduct.
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