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MAF765 - Financial Planning and Analysis

Unit details

Note: You are seeing the 2014 view of this unit information. These details may no longer be current.
Year2014 unit information
Enrolment modes:Trimester 1: Burwood (Melbourne), Cloud (online)
Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s):1
EFTSL value:


Unit chair:

T Ang (Trimester 1), C Heggen (Trimester 2)





Incompatible with:


Contact hours:

 1 x 3 hour seminar per week


You will need to access substantial learning resources and experiences in CloudDeakin (Deakin’s online learning environment). Compliance with the Standards in computing, connectivity and student capability are a condition on your enrolment.


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.


Online test 15%

Written Assignment (Individual or Group/2-3 Students) (Quantitative/Theory) 3000 words 25%

Examination 2 hours 60%

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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