Behavioural Finance for Financial Planners FASEA bridging course

• Debate the impact on clients of ‘optimal’ and ‘fully rational’ financial and investment decision-making

• Identify weaknesses in standard approaches to investment decision-making

• Apply behavioural finance concepts to inform ethical decision-making

• Ensure the client’s interests are at the centre of all decision-making strategies

• Recognise decision-making biases and implement strategies to overcome them

• Assess contemporary challenges and opportunities in the application of behavioural finance concepts

• An essential FAS and FASEA-accredited qualification to meet the education requirements for financial planners and advisors

• The skills to use behavioural finance concepts to analyse businesses and markets

• Recognition and credit towards the Graduate Certificate in Financial Planning or the Graduate Diploma of Financial Planning

• For existing advisers or those attaining the Professional Year (PY), a Continuing Professional Development (CPD) certificate will be provided upon successful completion of this subject. Please check with your licensee on the CPD policy requirements.

You must provide certificates and transcripts to prove you have completed either:

• A diploma in the area of financial planning, or

• A bachelor’s degree in any discipline

Note:

• Your certificates, transcripts and other entry requirement evidence must be certified through a Justice of the Peace or other authorising officer

• Checked the requirements set by the Australian Government Treasury’s Financial Adviser Standards

• An eye for detail and an analytical mindset

• Effective communication skills

• Critical thinking skills