| Offered at: | (B, G, W, X) |
|---|---|
| Credit point(s): | 1 |
| Offerings: | Trimester 2 |
| 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 lecture, 1 x 1 hour workshop per week |
| Note: Online teaching methods require internet access. Please refer to the most current computer specifications. | |
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
Written Assignment (Individual or Group/2-3 Students) (Quantitative/Theory) 3000 words 50%, Examination 2 hours 50%, 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.