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Unit of Study FINC2002 - Behavioural Finance and Client Relationships (2021)

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Unit Snapshot

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

Topic 1a: Behavioural Finance: An Introduction

Topic 1b: Decision-Making and Investor Behaviour

Topic 2a: Financial Literacy

Topic 2b: Household Investment Decisions

Topic 3a: Personality Traits

Topic 3b: Demographic and Socioeconomic Factors

Topic 4a: Financial Wellbeing

Topic 4b: Motivation and Satisfaction

Topic 5a: Policy-Based Financial Planning

Topic 5b: Financial Counselling and Coaching

Topic 6a: Financial Therapy and Client Behaviours

Topic 6b: Advising the Behavioural Investor

 

Availabilities

Location Domestic International
Gold Coast
Study Period2
Study Period2
Online
Study Period2
Study Period2

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)

develop an understanding of individual behavioural patterns and biases as applied across different genders, age and social demographics and cultures

demonstrate responsible and sustainable practices reflecting ethical and professional standards

recognise and apply behavioural finance knowledge to client financial literacy, engagement, best interests and the professional relationship.

Prescribed learning resources

Prescribed Texts
  • No prescribed texts.

Prescribed Learning Resources may change in future Teaching Periods.