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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:



MAF708 and MAF765



Incompatible with: Nil
Contact hours:

Campus: 1 x 3 hour seminar per week

Cloud (Online): Learning experiences are via CloudDeakin


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 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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