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Private Wealth Management - ECFL906

This unit builds on concepts covered in core units and incorporates the provision of private wealth management advice to investors. Aspects relating to client engagement and retention from the viewpoint of a private wealth manager will be covered and this is also contrasted and applied to other forms of advice delivery such as superannuation funds, SMSF, mass customised advice and robo-advice. A particular focus is on development and delivery of advice for long term investing, e.g. saving to fund expenditure in retirement. Aspects of behavioural finance, fiduciary duties and responsibilities, and investment governance as it relates to the private wealth context will also be examined.

Credit Points: 2
When Offered:

AFC April Beijing - Offshore students only

AFC September Beijing - Offshore students only

Staff Contact(s): Dr Casey Lim

Admission to MAppFin (Beijing) and AFCL801 Prerequisite Information


NCCW(s): ECFS906
Unit Designation(s):
Assessed As: Graded
Offered By:

Department of Applied Finance

Faculty of Business and Economics

Course structures, including unit offerings, are subject to change.
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