Course Code
Academic Year
Understanding Consumer Behaviour - how and why consumers make purchase decisions, what influences their behaviour and what service features and benefits they are looking for - allows Financial Planners to offer appropriate help and solutions to create value for their clients. Whether the firm is a large multinational or a small, locally owned and operated business, quality Customer Service is Key. This course will provide a strong managerial orientation and integrated strategic focus to better prepare students to determine and respond to clients' financial needs. Various conceptual frameworks and real life case examples link theory to practice.
The course will offer student an opportunity to hone their Financial Planning skills by working through a series of CFP exam sample problems in an individual and team format as a preparation for the FPE 1 exam.