This subject will develop knowledge required to build ethical and professional client relationships. This subject will also embody the theoretical and practical underpinnings of ethical and professional requirements in the financial services sector. Students will cultivate and enhance skills in building trust; communication of advice; and strategies for engaging clients in the financial planning and advising process, by focusing on the consideration of clients&#39; needs in order to formulate strategies and solutions to meet their financial circumstances.

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CO5135 - Behavioural Finance and Client Engagement

Behavioural Finance and Client Engagement

Apply critical self-reflection skills to demonstrate accountability and responsibility for ethical professional practice

Evaluate individual and inter-personal behavioural patterns in an organisational context, to support positive relationships with clients and peers

Apply knowledge of fundamental aspect of information literacy and client engagement psychology for effective communication in financial services contexts

Exercise critical thinking and judgement to analyse and evaluate financial dilemmas and propose ethical solutions, demonstrating consideration of systemic consequences

Apply behavioural analysis skills to understand client context and complex situations including conflict of interest in investment management