Handbook

This course introduces the knowledge and skills necessary to provide clients with comprehensive wealth management and financial planning services. Through a combination of economic theories, behavioral science, and practical case studies, students will gain an understanding of the drivers of client behaviour and the advice environment. By the end of the course, students will be able to develop and implement comprehensive financial plans that integrate client engagement and communication skills that cover goal setting and assessment, home ownership, portfolio construction, insurance, and retirement planning. Additionally, the course introduces the ethical and professional standards expected of financial advisers. They will have the opportunity to work on real-world projects, giving them a solid foundation in the practical application of the course material.