Financial planners in Australia - an evaluation of gaps in technical and behavioural skills

Jackling, B and Sullivan, C 2007, 'Financial planners in Australia - an evaluation of gaps in technical and behavioural skills', Financial Services Review, vol. 16, no. 3, pp. 211-228.


Document type: Journal Article
Collection: Journal Articles

Title Financial planners in Australia - an evaluation of gaps in technical and behavioural skills
Author(s) Jackling, B
Sullivan, C
Year 2007
Journal name Financial Services Review
Volume number 16
Issue number 3
Start page 211
End page 228
Total pages 17
Publisher Academy of Financial Services
Abstract Industry based studies in Australia 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. The results suggest that there is a need to more effectively incorporate specific behavioral skills such as listening and questioning skills in financial planning educational programs. Overall, the findings have implications for curriculum development, monitoring of professional standards and provision of continuing professional development programs to maximize the quality of financial planning advice.
Subject Banking, Finance and Investment not elsewhere classified
Copyright notice © 2007 Academy of Financial Services
ISSN 1057-0810
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