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MAF709 - Financial Planning Development

Unit details

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

A Raftery


MAF708 and MAF765



Incompatible with: Nil
Contact hours:

Campus: 1 x 3 hour seminar per week

Cloud (Online): Learning experiences are via CloudDeakin


This unit introduces students to the financial planning process and the development of a financial plan. The unit considers issues relating to risk management, estate planning, and salary packaging. In addition it revisits investment and retirement planning covered in earlier units and incorporates all of these areas into a comprehensive financial plan.


Assessment 1 (individual) - Quantitative/ Theory (3000 words) - 40%

Assessment 2 (group of 2-3 students)- 30%

-Part A: Quantitative/Theory (2500 -3000 words) - 20%

-Part B: Video presentation - 10%

Assessment 3 (Individual) - Written reflection (ePortfolio) -1000 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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