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TAFE

TAFE

TAFE

TAFE

Online unit

Finance and Behavioural Bias

Overview of the unit

Unit code: FIN20017
Duration: 1 Teaching Period
Contact hours: Recommended 8 hours of study per week

About this unit

This unit aims to provide students with the knowledge of investment theories, strategies and instruments, and their applications in the construction of a Statement of Advice. In particular, the unit focuses on the understanding and the applications of modern finance theories and how these theories influence investment planning decisions. Students will use relevant technologies and learn to construct and present a comprehensive Statement of Advice that fulfils the legal and ethical obligations of a financial adviser.

Content

  • Time value of money 
  • Net present value and investment evaluation methods 
  • Knowing self and others  
  • Market and investor behaviour 
  • Risk profiling  
  • Constructing advice  
  • Client engagement 
  • Professional relationship building  
  • Financial advice legislative requirements  

This unit is found in