Home: Bachelor of Applied Commerce: ACFIN201A Psychology of Client Engagement

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ASIC regulatory guideline 175. Licensing: financial product advisers: conduct and disclosure 2021,
Australian Securities & Investments Commission, viewed 20 September 2021, <https://download.asic.gov.au>.
Bishopp, K 2011, ‘Mapping it out',
Financial Planning, vol. 41, no. 5, pp. 113-114, viewed 7 October 2020, Business Source Complete.
Bonde, S & Firenze, P 2013, A framework for making ethical decisions,
Brown University, viewed 7 October 2020, <https://www.brown.edu/academics/science-and-technology-studies/framework-making-ethical-decisions>.
Cull, M & Sloan, T 2016, 'Characteristics of trust in personal financial planning',
Financial Planning Research Journal, vol. 2, no. 1, pp. 12-35, viewed 7 October 2020, <https://fpa.com.au>.
Drake, DB, 2009, ‘Using attachment theory in coaching leaders: the search for a coherent narrative’,
International Coaching Psychology Review, vol. 4 no. 1, pp. 49-58, viewed 7 October 2020, Academic Search Complete.
Ethics Unwrapped 2020, Moral reasoning,
McCombs School of Business, The University of Texas, viewed 7 October 2020, <https://ethicsunwrapped.utexas.edu/glossary/moral-reasoning>.
Financial Advisor Standards and Ethics Authority 2020, Code of ethics standard commences 1 January 2020,
FASEA, viewed 23 September 2020, <http://www.fasea.gov.au/code-of-ethics/>.
Goleman, D & Boyatzis, R 2008, ‘Social intelligence and the biology of leadership’,
Hamowy, C & Conigliaro, C 2016, ‘Using neuroeconomics to help clients make the right financial decisions’,
Journal of Financial Planning, vol. 29, no. 11, pp. 27-29, viewed 7 October 2020, Business Source Complete.
Heye, C 2019, ‘Understand client actions and expectations with risk assessment tools’,
Journal of Financial Planning, vol. 32, no. 12, pp. 28-29, viewed 7 October 2020, Business Source Complete.
Hicks, R & McCracken, J 2009, ‘Coaching the abrasive personality’,
Physician Executive, vol. 35, no. 5, pp. 82-84, viewed 7 October 2020, Business Source Complete.
Hill, D 2017, ‘Emotions matter: how facial coding can better connect you to your clients’,
Journal of Financial Planning, vol. 30, no. 6, pp. 24-26, viewed 7 October 2020, Business Source Complete.
Hunt, K, Brimble, M & Freudenberg, B 2011, ‘Determinants of client-professional relationship quality in the financial planning setting’,
Australasian Accounting Business & Finance Journal, vol. 5, no. 2, pp. 69-99, viewed 1 October 2020, Business Source Complete.

Kahler, R 2012, ‘Interior finance: the micro-level exploration of individual client money scripts’,
Journal of Financial Planning, vol. 25, no. 10, pp. 20-22, viewed 7 October 2020, Business Source Complete.
Klontz, BT & Britt, SL 2012, ‘How clients’ money scripts predict their financial behaviors’,
Journal of Financial Planning, vol. 25, no. 11, pp. 33-43, viewed 7 October 2020, Business Source Complete.
Klontz, BT & Klontz, T 2016, ‘7 steps to facilitate exquisite listening’,
Journal of Financial Planning, vol. 29, no. 11, pp. 24-26, viewed 7 October 2020, Business Source Complete.
Klontz, BT 2017, ‘Why we hate rich people’,
Journal of Financial Planning, vol. 38, no. 10, pp. 38-39, viewed 7 October 2020, Business Source Complete.
Lawson, DR & Klontz, BT 2017, ‘Integrating behavioral finance, financial psychology, and financial therapy into the 6-step financial planning process’,
Journal of Financial Planning, vol. 30, no. 7, pp. 48-55, viewed 7 October 2020, Business Source Complete.
Oarga, C, Stavrova, O & Fetchenhauer, D 2015, ‘When and why is helping others good for well-being: the role of belief in reciprocity and conformity to society's expectations’,
European Journal of Social Psychology, vol. 45, no. 2, pp. 242-254, doi:10.1002/ejsp.2092
Piper, A 2017, ‘The dynamics of interpersonal behavior’,
Internal Auditor, vol. 74, no. 3, pp. 50-55, viewed 7 October 2020, Business Source Complete.
Rogers, P & Senturia, T 2017, ‘How group dynamics affect decisions’,
Rotman Management, Winter, pp. 78-79, viewed 7 October 2020, Business Source Complete.
Sharpe, DL, Anderson, C, White, A & Galvan, S 2007, 'Specific elements of communication that affect trust and commitment in the financial planning process',
Journal of Financial Counseling and Planning, vol. 18, no. 1, pp. 2-7, viewed 7 October 2020, ProQuest Central.

Bachelor of Applied Commerce: ACFIN201A Psychology of Client Engagement

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