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MAF312 - Advanced Financial Planning

Unit details

Year2015 unit information
Enrolment modes:Trimester 2: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Cloud (online)
Credit point(s):1
EFTSL value:0.125
Unit chair:

M Kerry

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 (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

Student Contribution Rate*Student Contribution Rate**Fee rate - Domestic Students Fee rate - International students

* 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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