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

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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.

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)
URI https://vuir.vu.edu.au/id/eprint/5728
Official URL http://www.afaanz.org/images/stories/pdfs/research...
Subjects Current > FOR Classification > 1502 Banking, Finance and Investment
Historical > Faculty/School/Research Centre/Department > Faculty of Business and Law
Keywords ResPubID18725, education of financial planners, generic skills, technical skills, professional development, expectation gap
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