Behavioural Finance: Client & Consumer Behaviour, Engagement & Decision Making
Issued by
Griffith University
Earners have demonstrated successful achievement of learning outcomes in the following areas: financial decision-making behaviour; behavioural bias and consumer psychology; asset allocation; and investment policy statement. This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Behavioural Finance, Client and Consumer Behaviour, Engagement and Decision Making.
Skills
- Behavioural Finance
- Client Relations And Stakeholder Management
- Cognitive
- Consumer Psychology
- Critical Thinking
- Interpersonal Skills
- Oral And Written Communication
- Performance Reflection Skills
- Problem Solving Skills
- Reflective Practice
- Research Skills
- Social Responsibility And Sustainability Focused
- Technical And Creative Skills
Earning Criteria
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Demonstrated competency across the content including knowledge and application of: behavioural finance concepts; foundations of efficient markets; ethical and professional conduct; 'client best interest' requirements
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Development and application of behavioural finance to client engagement and the professional client relationship including; providing information to clients, gathering information from clients, setting goals, provision of advice to clients
Standards
This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Behavioural finance, client and consumer behaviour, engagement and decision making.