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MAF765 - Financial Planning and Analysis

Unit details

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


Unit chair:

C Heggen





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 financial planning and wealth creation. The unit introduces the student to the financial planning process and its implementation. The student is also introduced to social security and estate planning to provide an understanding of its necessity in the financial planning process. The unit develops an understanding of the economic, political and social environment and legal environment for financial planning.


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

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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