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TAFE

TAFE

TAFE

Apply Today Course Guide
Online unit

Investment and Behavioural Finance

Overview of the unit

About this unit

The aim of this unit is to equip students with the tools to critically evaluate the role of the financial system, not only in isolation but in the wider context of various regulatory bodies. Through engagement with finance theories including portfolio theory, efficient market hypothesis and behavioural finance, students will be able to identify investment risks and opportunities. Students will also learn how to apply their advanced investment knowledge and financial advice technologies to prepare a Statement of Advice, with the chief goal of meeting the individual objectives of each client.

Content

  • Industry regulatory bodies and their functions
  • Identifying opportunities in investment markets
  • Ethical responsibilities and code of conduct
  • Portfolio theory
  • Efficient market hypothesis
  • Behavioural finance
  • Preparing a Statement of Advice
  • Financial advice technologies
  • Professional communication and team work

This unit is found in the Graduate Certificate of Financial Planning and the Graduate Diploma of Financial Planning.