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Unit details

MAF709 - Financial Planning Development

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

N McMillan

Prerequisite:

MAF708 and MAF765

Corequisite:

MAF707

Incompatible with: Nil
Contact hours: 1 x 3 hour seminar per week

Note:

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.

Content

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

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
$1283$1283$2962$3697

* 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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