| Offered at: | (B, G, W, X) |
|---|---|
| Credit point(s): | 1 |
| Offerings: | Trimester 1 (G, W, X), trimester 2 (B) |
| EFTSL value: | 0.125 |
| Previously coded as: | MAF309 |
| Unit chair: | B Clayton (Trimester 1), M Clemens (Trimester 2) |
| Coordinator: | C Ratcliffe (W), B Clayton (B, G, X) |
| Prerequisite: | Nil |
| Corequisite: | Nil |
| Incompatible with: | Nil |
| Contact hours: | 1 x 2 hour lecture, 1 x 1 hour tutorial per week |
| Note: Online teaching methods require internet access. Please refer to the most current computer specifications. | |
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 (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** | Student Contribution Rate*** | Fee rate - Domestic Students | Fee rate - International students |
| $1178 | $1178 | $1178 | $2386 | $2562 |
* Student contribution rate for Commonwealth Supported students who commenced studies from 2010
** Student contribution rate for Commonwealth Supported students who commenced studies from 2009
*** Student contribution rate for Commonwealth Supported students who commenced studies from 2008
Please note: Unit fees listed do not apply to Deakin Prime students.