|1.||Articulate and apply behavioural finance and allied theory to the adviser's best interest obligations and building a professional client relationship;|
|2.||Research and communicate the strengths and weakness of investment options in the construction of different investment portfolios that optimise asset allocation interventions for a range of client needs and preferences; and,|
|3.||Adapt behavioural biases to the client relationship situation to suggest innovative and culturally sensitive solutions in the context of appropriate client wealth management.|
|Assignment||Review of Behavioural Finance Theory and Contemporary Applications (500 words)||10%|
|Assignment||Comparing Advice and Communication Strategies for Clients with Different Bias (2000 words)||40%|
|Case Study||Construction and Presentation of a Best Interest Strategy Addressing Specific Client Preferences for Investments (2500 words)||50%|
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