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MAF765 - Financial Planning Fundamentals

Unit details


2017 unit information

Enrolment modes:
Credit point(s):1
EFTSL value:0.125
Unit chair:

M Olynyk





Incompatible with:


Contact hours:

Campus: 1 x 3 hour seminar per week

Cloud (Online): Learning experiences are via CloudDeakin


This unit is designed to introduce the student to the study of personal finance and financial planning. It covers the financial planning process and its implementation, and develops an understanding of the economic, political, social and legal environment of the Financial Planning Industry. The unit provides an overview of the broad range of investment products available and their application to general investment strategies. The unit also considers issues relating to superannuation, estate planning as well as risk management and insurance, and provides students with an understanding of their necessity in the financial planning process.


Assessment 1 (individual) - Test (online) - 10%

Assessment 2 (group of 2-3 students) - Quantitative/Theory (2500-3000 words) - 30%

Assessment 3 (individual) -Written reflection (ePortfolio) - 1000 words - 10%

Examination 2 hours 50%

Hurdle requirement: achieve at least 50% of the marks available on the examination, plus achieve an overall result of 50 marks out of 100 marks available.

Unit Fee Information

Unit fee information available soon

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