最新糖心Vlog

CORPFIN 6010OL - Understanding SMSF Trustees

Online - Semester 2 - 2022

The subject aims to develop advisers' knowledge and skills in behavioural finance and how this affects the decision making process of SMSF Trustees. Students will examine the central tenets from the field of behavioural finance, particularly those findings that provide insights into psychological influences in investment decision-making. Investors? decisions are influenced by a range of factors, some of which operate beyond conscious awareness and may result in measurable, systematic biases in investment decisions. As one of three core subjects in this qualification, students will have the opportunity to develop their academic writing and research skills.

  • General Course Information
    Course Details
    Course Code CORPFIN 6010OL
    Course Understanding SMSF Trustees
    Coordinating Unit International Centre for Financial Services
    Term Semester 2
    Level Postgraduate Coursework
    Location/s Online
    Units 3
    Contact Up to 3 hours per week
    Available for Study Abroad and Exchange N
    Assessment Exam/assignments as prescribed at first session
    Course Staff

    No information currently available.

    Course Timetable

    The full timetable of all activities for this course can be accessed from .

  • Learning Outcomes
    Course Learning Outcomes
    On successful completion of this course, students will be able to:

    1. Critically review relevant contemporay behavioural finance models
    2. Evaluate the application of different behavioural finance models in the adviser-trustee relationship
    3. Research and explain factors resulting in measurable, systemic biases in investment decisions including differences between collective and individual decison making processes
    4. Analyse the impact of behavioural biases on SMSF fund investment strategies
    5. Develop a methodology for mentoring and guiding SMSF trustees
    最新糖心Vlog Graduate Attributes

    This course will provide students with an opportunity to develop the Graduate Attribute(s) specified below:

    最新糖心Vlog Graduate Attribute Course Learning Outcome(s)

    Attribute 1: Deep discipline knowledge and intellectual breadth

    Graduates have comprehensive knowledge and understanding of their subject area, the ability to engage with different traditions of thought, and the ability to apply their knowledge in practice including in multi-disciplinary or multi-professional contexts.

    All

    Attribute 2: Creative and critical thinking, and problem solving

    Graduates are effective problems-solvers, able to apply critical, creative and evidence-based thinking to conceive innovative responses to future challenges.

    All

    Attribute 3: Teamwork and communication skills

    Graduates convey ideas and information effectively to a range of audiences for a variety of purposes and contribute in a positive and collaborative manner to achieving common goals.

    All

    Attribute 4: Professionalism and leadership readiness

    Graduates engage in professional behaviour and have the potential to be entrepreneurial and take leadership roles in their chosen occupations or careers and communities.

    All

    Attribute 5: Intercultural and ethical competency

    Graduates are responsible and effective global citizens whose personal values and practices are consistent with their roles as responsible members of society.

    All

    Attribute 8: Self-awareness and emotional intelligence

    Graduates are self-aware and reflective; they are flexible and resilient and have the capacity to accept and give constructive feedback; they act with integrity and take responsibility for their actions.

    All
  • Learning Resources
    Required Resources
    Baker, HK & Ricciari, V (eds.) 2014, Investor behaviour: the psychology of financial planning and investing, John Wiley & Sons, Hoboken, N.J ISBN 9781118492987
    Recommended Resources
    Supplementary reference materials and learning resources are provided within the course online site
    Online Learning
    This course is delivered pre-dominantly online via the MyUni site.

    Weekly topics and assessment must be accessed and viewed online.
  • Learning & Teaching Activities
    Learning & Teaching Modes
    This is an online course, students are expected to undertake the weekly topics as per the Activity Planners
    Workload

    The information below is provided as a guide to assist students in engaging appropriately with the course requirements.

    The information below is provided as a guide to assist students in engaging appropriately with the course requirements.
    Students should expect to work through a topic per week by the date provided on the Activity Planner.

    Students are required to complete 1 assignment for this course plus set aside time to study for the exam.

    The 最新糖心Vlog expects full-time students (ie those taking 12 units per semester) to devote a total of 48 hours per week to their studies. This means you are expected to commit approximately 12 hours for a three-unit course of private study outside your regular classes.
    Learning Activities Summary
    Topic 1 - Origins of behavioural finance
    Topic 2 - Traditional and behavioural finance
    Topic 3 - Emotional decision making
    Topic 4 - Personality traits
    Topic 5 - Risk perception and risk tolerance
    Topic 6 - Behavioural portfolio theory
    Topic 7 - Advising the behavioural investor
    Topic 8 - Financial therapy
    Topic 9 - SMSF trustee coaching and observational awareness
  • Assessment

    The 最新糖心Vlog's policy on Assessment for Coursework Programs is based on the following four principles:

    1. Assessment must encourage and reinforce learning.
    2. Assessment must enable robust and fair judgements about student performance.
    3. Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
    4. Assessment must maintain academic standards.

    Assessment Summary
    Assessment Summary

    Assessment                                              Due                           Weighting                          Learning Outcome
    Critical review essay                                 Week 6                            40%                                        1,2,3
    Exam                                                       Week 12                          60%                                            all
    Assessment Detail
    Critical Review essay
    This is an individual assignment due in Week 6 and presents 40% of the final grade.
    Students are required to write a critical review essay on an industry report. This assignment requires students to investigate and evaluate the report.
    The review needs to be 2000 +/- 10% in word length and submitted via Turnitin on the course site

    Examination
    The exam consists of long and short answer questions representing 60% of the final grade.
    Submission
    Assignment must be submitted via Turnitin by the due date

    The review needs to be 2000 +/- 10% in word length. A penalty of 5% for every 100 words outside this limit will apply

    Assignments submitted after the due date will need to be emailed to the Program co-ordinator and will be penalised 5% for each day it is overdue
    Course Grading

    Grades for your performance in this course will be awarded in accordance with the following scheme:

    M10 (Coursework Mark Scheme)
    Grade Mark Description
    FNS   Fail No Submission
    F 1-49 Fail
    P 50-64 Pass
    C 65-74 Credit
    D 75-84 Distinction
    HD 85-100 High Distinction
    CN   Continuing
    NFE   No Formal Examination
    RP   Result Pending

    Further details of the grades/results can be obtained from Examinations.

    Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.

    Final results for this course will be made available through .

  • Student Feedback

    The 最新糖心Vlog places a high priority on approaches to learning and teaching that enhance the student experience. Feedback is sought from students in a variety of ways including on-going engagement with staff, the use of online discussion boards and the use of Student Experience of Learning and Teaching (SELT) surveys as well as GOS surveys and Program reviews.

    SELTs are an important source of information to inform individual teaching practice, decisions about teaching duties, and course and program curriculum design. They enable the 最新糖心Vlog to assess how effectively its learning environments and teaching practices facilitate student engagement and learning outcomes. Under the current SELT Policy (http://www.adelaide.edu.au/policies/101/) course SELTs are mandated and must be conducted at the conclusion of each term/semester/trimester for every course offering. Feedback on issues raised through course SELT surveys is made available to enrolled students through various resources (e.g. MyUni). In addition aggregated course SELT data is available.

  • Student Support
  • Policies & Guidelines
  • Fraud Awareness

    Students are reminded that in order to maintain the academic integrity of all programs and courses, the university has a zero-tolerance approach to students offering money or significant value goods or services to any staff member who is involved in their teaching or assessment. Students offering lecturers or tutors or professional staff anything more than a small token of appreciation is totally unacceptable, in any circumstances. Staff members are obliged to report all such incidents to their supervisor/manager, who will refer them for action under the university's student鈥檚 disciplinary procedures.

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