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Home > Subjects > SMS002 – Understanding SMSF Trustees
This course is no longer accepting new student applications. Single subject enrolments will be open until Study Period 6 2022.
The subject focuses on developing advisers’ knowledge and skills in behavioural finance and how this affects the decision-making process of SMSF trustees.
This course is no longer accepting new student applications. Single subject enrolments will be open until Study Period 6 2022. Contact us for further details.
The subject focuses on developing advisers’ knowledge and skills in behavioural finance and how this affects the decision-making process of SMSF trustees. Individuals examine the central tenets from the field of behavioural finance, particularly those findings that provide insights into psychological influences in investment decision‐making. The assessments provide individuals an opportunity to apply their learnings via conceptual and case-study based short- and long-answer questions, which also cover application to their personal professional practice with SMSFs.
For more information, please refer to the subject outline.
On successful completion of this subject, individuals should be able to:
Please contact Kaplan Professional’s CPD Support team on 1300 527 526 or firstname.lastname@example.org.
Baker, HK & Ricciardi, V (eds.) 2014, Investor behavior: the psychology of financial planning and investing, John Wiley & Sons, Hoboken, N. J.
Click here for an assessment timetable.
The duration of this subject is one study period (12 weeks).
There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan Professional advises you should hold before enrolling in this subject.
Whilst there are no prerequisites for this subject, Kaplan Professional assumes individuals have completed or are currently studying SMS001 SMSF Best Practice with SMS002 Understanding SMSF Trustees.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects: