MAA255 - Financial Planning
Unit details
Year: | 2022 unit information |
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Enrolment modes: | Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online Trimester 2: Burwood (Melbourne), Online |
Credit point(s): | 1 |
Previously coded as: | MAF255, MAF309 |
EFTSL value: | 0.125 |
Unit Chair: | Trimester 1: Peter Vuong Trimester 2: Peter Vuong |
Prerequisite: | MAF101 or MAA104 |
Corequisite: | Nil |
Incompatible with: | MAF255 |
Typical study commitment: | Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit. |
Scheduled learning activities - campus: | 1 x 2 hour class, 1 x 1 hour seminar per week |
Scheduled learning activities - cloud: | 1 x 1 hour on-line seminar including online independent and collaborative learning per week. |
Content
This unit introduces students to financial planning and the way that financial planners work with their clients to put in place appropriate strategies to help them meet their goals and objectives. It covers the financial planning process and its implementation, including familiarising students with the basics of superannuation, insurance, investments and estate planning. The unit also develops an understanding of the economic, political, social and legal environment and how this impacts upon the strategies put in place for clients. This unit is a very practical unit where theoretical concepts are illustrated by work-place and practical situations.
ULO | These are the Learning Outcomes (ULO) for this unit. At the completion of this unit, successful students can: | Deakin Graduate Learning Outcomes |
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ULO1 | Relate theoretical, technical and practical financial planning knowledge and skills to various client scenarios | GLO1: Discipline-specific knowledge capabilities |
ULO2 | Identify and examine financial planning options for a client | GLO1: Discipline-specific knowledge and capabilities |
ULO3 | Create strategic solutions that are in the client's 'best interest' | GLO1: Discipline-specific knowledge and capabilities |
ULO4 | Present a limited scope Statement of Advice for a client that includes appropriate models using a spreadsheeting tool | GLO1: Discipline-specific knowledge and capabilities |
These Unit Learning Outcomes are applicable for all teaching periods throughout the year
Assessment
Assessment Description | Student output | Grading and weighting (% total mark for unit) | Indicative due week |
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Assessment 1: (Individual) Problem-Based Written Assignment | 1200 words | 15% | Week 6 |
Assessment 2: (Group of 3) Problem-Based Written Assignment | 2000 words | 25% | Week 9 |
Online Examination (Open Book) | 2 hours | 60% | Exam Period |
The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.
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.
Learning Resource
The texts and reading list for the unit can be found on the University Library via the link below: MAA255 Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.
Unit Fee Information
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