MAA255 - Financial Planning
Unit details
| Year: | 2019 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Online Trimester 2: Burwood (Melbourne), Online Trimester 3: Online |
| Credit point(s): | 1 |
| EFTSL value: | 0.125 |
| Previously coded as: | MAF255, MAF309 |
| Trimester 1 Unit Chair: | Mike Kerry |
| Trimester 2 Unit Chair: | Marc Olynyk |
| Trimester 3 Unit Chair: | Mike Kerry |
| Prerequisite: | MAF101 or MAA104 |
| Corequisite: | Nil |
| Incompatible with: | MAF255 |
| Scheduled learning activities - campus: | 1 x 2 hour class, 1 x 1 hour seminar per week* *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 site |
| Scheduled learning activities - cloud (online): | Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration |
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
Assessment 1: Written Assignment (Group 2-3 students), quantitative 2,000 words 15%
Assessment 2: Written Assignment (Group 2- 3 students), 2,000 words 25%
Examination: (2-hours) 60%
Hurdle requirement
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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