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MAA318 - Advanced Financial Planning

Unit details


2017 unit information

Enrolment modes:Trimester 2: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Cloud (online)
Credit point(s):1
EFTSL value:0.125
Previously coded as:


Unit chair:

Mike Kerry

  • For students who commenced  the following courses prior to Trimester 1 2016: D301, D313, D317, D321, D322, D325, D338, D366, D388, M307 , M300.1
    Pre-requisite: MAA255, MAA317


  • For students who commenced  the following courses from Trimester 1 2016: D301, D313, D317, D321, D322, D325, D338, D366, D388, M307 , M300.2
    Pre-requisite: Must have passed four units in MAF202, MAA215, MLC301, MAF307, MAA319 and must have passed MAA255, MAA317


  • For students in other courses:
    Pre-requisite: MAA255, MAA317
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


This unit is the capstone unit of the financial planning major. It specifically builds on studies in MAF255 Financial Planning and MAF311 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 1 (Group of 2-3) - Critical analysis: Quantitative/Theory report (2000 words) - 20%

Assessment 2 (Individual) - 60%

 Part A: Quantitative/Theory (4000 words) – 40%

 Part B: Presentation/Interview (20 minutes) - 20%

Assessment 3 (Individual) - Professional identity assessment (e-Portfolio) (1500 words) – 20%

Hurdle requirement: achieve an overall pass mark of 50% for Assessment 2 - the construction and presentation of a comprehensive Statement of Advice.

Unit Fee Information

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