MAA215 Client Behaviour & Decision Making Flashcards

Decks in this Class (6):

• Understanding Self Others Seminar 2

  Understanding Self & Others (Seminar 2)

  Sample Cards:

  distinguish between the concepts of iq a,

  identify and briefly discuss the attribu,

  identify and briefly discuss the attribu
  8 Cards
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• Risk Profiling Seminar 7

  Risk Profiling (Seminar 7)

  Sample Cards:

  differentiate between the traditional me,

  describe the purpose of the risk profili,

  in the article risk profiling in financi
  11 Cards
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• Managing Conflict Seminar 6

  Managing Conflict (Seminar 6)

  Sample Cards:

  outline two suggestions from the financi,

  provide an example of best practice reco,

  based on the fos s top 10 tips for getti
  7 Cards
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• Ethics And Professionalism In Financial

  Ethics and Professionalism In Financial Services (Seminar 5)

  Sample Cards:

  define ethics and describe the elements,

  how does the study of behavioural ethics,

  what are some of the factors identified
  18 Cards
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• Fintech Digitally Enabled Advice Seminar

  FinTech & Digitally Enabled Advice (Seminar 4)

  Sample Cards:

  name 5 topics that a consumer can learn,

  identify 3 fintech robo advice providers,

  contrast the characteristics of typical
  6 Cards
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• The Discovery Process Seminar 3

  The Discovery Process (Seminar 3)

  Sample Cards:

  knowing your client is of paramount impo,

  discuss the difference between qualitati,

  briefly discuss the internal and externa
  10 Cards
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