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MAF255 - Financial Planning

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

M Kerry

Prerequisite:Nil
Corequisite:Nil
Incompatible with: Nil
Contact hours:

1 x 2 hour class, 1 x 1 hour seminar per week

Note: You will need to access substantial learning resources and experiences in CloudDeakin (Deakin’s online learning environment). Compliance with the Standards in computing, connectivity and student capability are a condition on your enrolment.

Content

The 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

Test Cloud (Online) 15%

Written Assignment (Individual or Group/2-3 Students) (Quantitative/Theory) 2500-3000 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

Student Contribution Rate*Student Contribution Rate**Fee rate - Domestic Students Fee rate - International students
$1260$1260$2594$2754

* Rate for all CSP students, except for those who commenced Education and Nursing units pre 2010
** Rate for CSP students who commenced Education and Nursing units pre 2010
Please note: Unit fees listed do not apply to Deakin Prime students.

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