FPC007B Client Engagement Skills Bridging Course

Client Engagement Skills (aligns to FAS bridging course: Client and Consumer Behaviour, Engagement and Decision Making)

This subject focuses on behavioural finance concepts to understand different types of behavioural biases that may impact an individual’s financial decision-making.

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Subject overview

STUDY MODE

100% online

AQF LEVEL

NEXT INTAKE

4 May 2026

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,850.00

This subject examines the key contributors, influences on, and barriers to decision-making in the context of financial planning. Students will apply relevant consumer buying and decision-making frameworks and concepts of behavioural finance and biases to the provision of financial advice.

Students will explore, through case studies, the client-centric nature of financial advice, and the values and attributes, communication techniques, and conflict management and negotiation skills essential for financial planning professionals.

For more information, please refer to the subject outline here.

Subject information

Learning outcomes

On successful completion of this subject, individuals should be able to:

Analyse the legal, ethical and professional context for the provision of trusted, client-centric financial advice.
Determine the motivations, influences on and barriers to effective decision-making by clients and financial advisers.
Evaluate behavioural finance concepts, including portfolio and prospect theories, heuristics, biases and decision errors,
and their impacts on clients and financial advisers.
Propose effective solutions to overcome communication, conflict and negotiation issues to achieve client engagement.

Topics covered

Consumer decisions to seek financial advice
Trustworthiness, authenticity and emotional intelligence
Effective communication
Behavioural finance
Decision-making and behavioural biases
Critical thinking skills
Conflict management and negotiation
Consumer behaviour and marketing decisions

Continuing Professional Development (CPD)

Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.

Duration

The duration of this subject is one study period (12 weeks).

Reading list

There is no prescribed text for this subject.

Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.

Assessments

Assessment type	Assessed	Weighting
Quiz	Week 4	20%
Assignment 1	Week 8	40%
Assignment 2	Week 12	40%

Click here for assessment timetables.

Previous study requirements

Recognition of prior learning (RPL)

RPL for the Behavioural Finance subject may be awarded if your completed prior studies are listed on the FAS Approved Courses by Institute of Higher Education list and are deemed equivalent to this subject. RPL may also be awarded based on prior post graduate studies in accordance with the Kaplan Professional Recognition of Prior Learning Policy.

Assumed knowledge

Kaplan Professional assumes that individuals have completed FPC001B Economic and Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice, or understand the content covered in those subjects, prior to undertaking FPC007B Client Engagement Skills.