MAA255 - Financial Planning
Unit details
Year | 2018 unit information |
---|---|
Enrolment modes: | Trimester 1: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Online Trimester 2: Burwood (Melbourne), Online Trimester 3: Online |
Credit point(s): | 1 |
Previously coded as: | MAF255, MAF309 |
EFTSL value: | 0.125 |
Prerequisite: | MAF101 or MAA104 |
Corequisite: | Nil |
Incompatible with: | MAF255 |
Contact hours: | Campus*: 1 x 2 hour class, 1 x 1 hour seminar per week Cloud (online): Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration *For Warrnambool on campus offering only, there will be a converged mode of delivery using CloudDeakin and face-to-face workshops. More details will be available on the unit Cloud (online) site |
Tri-1 Unit Chair
Trimester 1: Michael Kerry
Tri 2 Unit Chair
Trimester 2: Campbell Heggen
Tri 3 Unit Chair
Trimester 3: Michael Kerry
Content
This unit introduces students to financial and estate planning. It covers the financial planning process and its implementation, including familiarising students with the basics of estate planning and provides students with an understanding of its necessity in the financial planning process. The unit also develops an understanding of the economic, political, social and legal environment for financial planning.
Assessment
Written Assignment (Group 2-3 students), quantitative 2000 words - 15%
Written Assignment (Group 2- 3 students), 2000 words - 25%
Examination 2 hours 60%
Hurdle requirement: achieve a result of at least 50% on the examination plus achieve an overall result of 50 marks out of 100 marks available.
Unit Fee Information
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