MAA318 - Advanced Financial Planning
Unit details
Year: | 2019 unit information |
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Enrolment modes: | Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online |
Credit point(s): | 1 |
EFTSL value: | 0.125 |
Previously coded as: | MAF312 |
Trimester 2 Unit Chair: | Marc Olynyk |
Prerequisite: |
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Corequisite: | Nil |
Incompatible with: | MAF312 |
Scheduled learning activities - campus: | 1 x 2 hour class, 1 x 1 hour seminar per week* *For Warrnambool on campus offering there will be a converged mode of delivery using CloudDeakin and face-to-face workshops |
Scheduled learning activities - cloud (online): | Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration |
Content
This unit is the capstone unit of the financial planning major. It specifically builds on studies in MAA255 Financial Planning and MAA317 Superannuation Planning as well as many other units. The assignment for this unit requires the preparation of a comprehensive, client-focused financial plan. The first topic studied reviews the process of developing a financial plan. Subsequent topics will review the content and techniques of a range of functional areas within financial planning with a view to using these techniques to strategically improve the financial position of our clients.
Assessment
Assessment 1: (Group of 2-3) - Critical analysis: Quantitative/Theory report (2,000 words) 20%
Assessment 2: (Individual) 60%
Part A: Quantitative/Theory (4,000 words) 40%
Part B: Presentation/Interview (20-minutes) 20%
Assessment 3: (Individual) - Professional identity assessment (e-Portfolio) (1,500 words) 20%
Hurdle requirement
Hurdle requirement: Achieve at least 40% of the marks available on all assessment tasks. Successfully complete the professional literacy module to gain access to the assignment dropbox.
Unit Fee Information
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