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MAF709 - Financial Planning Development

Unit details

Year2016 unit information
Enrolment modes:Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s):1
EFTSL value:0.125
Unit chair:

TBA

Prerequisite:

MAF708 and MAF765

Corequisite:

MAF707

Incompatible with: Nil
Contact hours:

Campus: 1 x 3 hour seminar per week

Cloud (Online): Learning experiences are via CloudDeakin

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%

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