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Financial Planners in Australia -An Evaluation of Gaps in Technical and Behavioral Skills

Jackling, Beverley and Sullivan, Colin (2006) Financial Planners in Australia -An Evaluation of Gaps in Technical and Behavioral Skills. In: 2006 AFAANZ Conference, 2-4 July 2006, Wellington, New Zealand.

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Abstract

Industry based studies have highlighted the gap that exists between client expectation and skills of financial planners. The objective of this study is to investigate the importance of technical and behavioral skills required of financial planners and the level of perceived skill gaps exhibited by recently qualified planners.

Item Type: Conference or Workshop Item (Paper)
Uncontrolled Keywords: ResPubID18725, education of financial planners, generic skills, technical skills, professional development, expectation gap
Subjects: FOR Classification > 1502 Banking, Finance and Investment
Faculty/School/Research Centre/Department > Faculty of Business and Law
Depositing User: VUIR
Date Deposited: 08 Feb 2014 19:08
Last Modified: 08 Feb 2014 19:08
URI: http://vuir.vu.edu.au/id/eprint/5728
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