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MAF312 - Advanced Financial Planning

Unit details

Year2016 unit information
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
Incompatible with: Nil
Contact hours:

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

Cloud (online): Learning experiences are via CloudDeakin


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-3 students) - Applied project or report (4000 words) - 60%

Assessment 2 (Individual) - Written contemporary reflection/critical analysis (2000 words) – 20%

Assessment 3 (Individual) - Professional identity assessment – 20%

Hurdle requirement: achieve an overall result of at least 50% of the marks available

Unit Fee Information

All Commonwealth Supported Place (CSP), fee paying undergraduate and pre-2016 commencing students

Unit fee information available soon

2016 commencing International and full fee paying postgraduate domestic students

Your units are priced based on the course you are enrolled in. Please refer to the current year's course entry to estimate the unit cost.

You can calculate the cost of each unit by using the following calculation:

Course fee x unit EFTSL value = unit price

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