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MAF312 - Advanced Financial Planning

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

M Clemens

Prerequisite:MAF311 plus one of MAF255 or MAF309
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

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

Assessment 1 (Individual) -  Quantitative/Theory (3000 words) - 45%

Assessment 2 (Individual) - Video/oral presentation (1 hour) - 25%

Assessment 3 (Individual) - Written reflection (ePortfolio) - 1500- 2000 words - 30%

Unit Fee Information

Unit fee information available soon

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