EFN520 Behavioural Client Management - Financial Planning (Capstone)


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Unit code:EFN520
Prerequisite(s):(AYN457 and 48cp of completed studies in postgraduate Accounting, Financial Planning or Applied Finance) or enrolment in BS39 Financial Planning major (BS39MJR-FINPLAN).
Equivalent(s):EFQ520
Credit points:12
TimetableDetails in HiQ, if available
Availabilities  ​
Gardens Point
Semester 2
Online
Semester 2
Domestic tuition unit fee  ​$4,596
International unit fee  ​$6,180
This unit enables students to develop behavioural client management skills focusing on the examination and evaluation of behavioural biases; evaluation of market anomalies, risk profiling and investment behaviour and harmonising human and financial capital. Integrating and extending financial planning knowledge and skills gained in earlier units, students will develop a critical understanding of the financial planning discipline working individually, with peers, and with industry professionals on real-world financial planning cases and problems. This unit supports students to develop their professional identity, and enables students to demonstrate their career-readiness through the preparation and presentation of a detailed statement of advice using industry software as they prepare to transition to become financial planning professionals.