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Home > Subjects > FPC007B – Client Engagement Skills
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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STUDY MODE
100% online
AQF LEVEL
8
NEXT INTAKE
8 Jan 2024
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,600.00
This subject focuses on behavioural finance concepts to understand different types of behavioural biases that may impact an individual’s financial decision-making. It examines portfolio and prospect theories and the application of behavioural finance to the outcomes of client engagements. It explains how emotional intelligence and critical thinking can assist a financial adviser to understand their client’s decisions.
Students can apply their understanding of the above key concepts by critically evaluating their own emotional intelligence strengths and weakness. They can also evaluate personal communication styles to support client relationships.
For more information, please refer to the subject outline here.
On successful completion of this subject, individuals should be able to:
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.
The duration of this subject is one study period (12 weeks).
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.
Click here for assessment timetables.
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.
There are no prerequisites for this subject.
However, individuals should review the ‘Assumed knowledge’ section to understand the prior knowledge Kaplan Professional advises they should hold before enrolling in this subject.
While there are no prerequisites for this subject, 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.
There are no equivalences for this subject.
For a full list of annual study period dates, click here >
11 Dec 2023 - 29 Mar 2024
✓ Enrolments open now
Early access opens 11 December 2023
Early access to assessments 25 December 2023
Study period commences 8 January 2024
Enrolments close/census 24 January 2024
Study period ends 29 March 2024
Assessment dates
5 Feb 2024 - 24 May 2024
Early access opens 5 February 2024
Early access to assessments 19 February 2024
Study period commences 4 March 2024
Enrolments close/census 20 March 2024
Study period ends 24 May 2024
1 Apr 2024 - 19 Jul 2024
Early access opens 1 April 2024
Early access to assessments 15 April 2024
Study period commences 29 April 2024
Enrolments close/census 15 May 2024
Study period ends 19 July 2024
3 Jun 2024 - 20 Sep 2024
Early access opens 3 June 2024
Early access to assessments 17 June 2024
Study period commences 1 July 2024
Enrolments close/census 17 July 2024
Study period ends 20 September 2024
29 Jul 2024 - 15 Nov 2024
❌ Enrolments now closed
Early access opens 29 July 2024
Early access to assessments 12 August 2024
Study period commences 26 August 2024
Enrolments close/census 11 September 2024
Study period ends 15 November 2024
Assessment dates N/A
30 Sep 2024 - 17 Jan 2025
Early access opens 30 September 2024
Early access to assessments 14 October 2024
Study period commences 28 October 2024
Enrolments close/census 13 November 2024
Study period ends 17 January 2025
Note: If this subject is undertaken as a standalone subject, no FEE-HELP is available.
FEE-HELP is available for individuals undertaking this subject as part of a qualification. Click here to find out if you’re eligible.
Click here for a full list of fees and allowances.
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