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BX2035 - Client Relationships
Credit points: |
3 |
Year: |
2021 |
Student Contribution Band: |
Band
4 |
Administered by: |
College of Business, Law & Governance |
Client Relationships introduces students to the knowledge required to build ethical
and professional client relationships. This subject will also embody the theoretical
and practical underpinnings of ethical and professional requirements in the financial
services sector. Students will develop skills in building trust; communication of
advice; and strategies for engaging clients in the financial planning and advising
process, by focusing on the consideration of clients' needs in order to formulate
strategies and solutions to meet their financial circumstances.
Learning Outcomes
- apply client engagement psychology for effective client communication in financial
services contexts;
- evaluate individual and inter-personal behavioural patterns in an organisational context,
to support positive relations with clients and peers;
- critically analyse financial scenarios and apply investment management knowledge to
evaluate client contexts and problems;
- analyse complex situations that may lead to conflicts of interest in client-financial
adviser relationships and discuss the systemic consequences of ethical decision making
and propose appropriate action;
- apply critical self-reflection skills that describe your accountability and responsibility
for ethical professional practices in the financial services context.
Subject Assessment
- Written > Examination (centrally administered) - (50%) - Individual
- Oral > Presentation 1 - (30%) - Individual
- Written > Reflection/reflective task 1 - (20%) - Individual.
Availabilities
|
Townsville,
Trimester 1,
Internal
|
Census Date 11-Mar-2021 |
Coordinator: |
<Person not found> |
Lecturer:
|
Mr Gavin Runde. |
Workload expectations: |
The student workload for this
3
credit point subject is approximately
130 hours.
- 39 hours workshops
- assessment and self-directed study
|
|
|
Trimester 1,
External
|
Census Date 11-Mar-2021 |
Coordinator: |
<Person not found> |
Workload expectations: |
The student workload for this
3
credit point subject is approximately
130 hours.
- 39 hours - Online engagement
- assessment and self-directed study
|
Method of Delivery: |
WWW - LearnJCU |
|
|
Note:
Minor variations might occur due to the continuous Subject quality improvement process,
and in case
of minor variation(s) in assessment details, the Subject Outline represents the latest
official information.