MAA255 - Financial Planning

Year: 2019 unit information
Enrolment modes: Trimester 1: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Cloud (online)
Trimester 2: Burwood (Melbourne), Cloud (online)
Trimester 3: Cloud (online)
Credit point(s): 1
Previously coded as: MAF255, MAF309
EFTSL value: 0.125
Unit chair:

Mike Kerry (Trimester 1), Campbell Heggen (Trimester 2)


MAF101 or MAA104

Corequisite: Nil
Incompatible with:


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


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 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: 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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