Understand how to develop sound professional relationships through building trust and understanding your clients needs by behaving ethically. Build trusted relationships the importance of building trust and understanding your clients needs. Learn how to manage financial risk through Insurance and Estate Planning to help ensure clients and their loved ones are appropriately cared for financially upon their passing.
In this unit will learn how to:
This unit also introduces you to real world cases, with in-depth analysis of ethical behaviour in the financial advisory industry. Unethical actions are scrutinised in light of the Royal Commission into the Financial Services Industry and you will be provided with the knowledge necessary to act ethically and professionally when engaging with clients in your capacity as a financial planner.
On successful completion of this unit, students will be able to:
This unit is not compulsory for any specific course. Depending on the course you study, this unit may be taken as an elective.