School Of Business

Communication and Ethics for Financial PlannersWestern Sydney University Unit Code: 201008.2


Student Contribution Band: 4

Level: 7

Credit Points: 10

Equivalent Units
900660 - Communication and Ethics for Financial Planner

Incompatible Units
200987 - Financial Adviser Skills

Unit Enrolment Restrictions
Students must be enrolled in course 2793 Master of Financial Planning or 2795 Graduate Certificate in Financial Planning.

About this Unit
Students are immersed in an ethical framework in which to practice an array of essential skills required, by financial advisers, to create and maintain professional client adviser relationships. The unit investigates the importance of interpersonal skills and various approaches to dealing with the broad needs of clients – communication, psychological aspects of client decision making, culture and the creation of trust in the adviser –client relationship. This unit also includes professional writing skills, team work, time management, financial literacy and the promotion of professional services.

Special Requirements - Essential Equipment
Students must have access to adequate internet and be reasonably proficient computer users.

2793.5Master of Financial PlanningCURRENT
2794.6Graduate Diploma in Financial PlanningCURRENT
2795.3Graduate Certificate in Financial PlanningCONTINUING
2795.4Graduate Certificate in Financial PlanningCURRENT

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