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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%

Unit Fee Information

All Commonwealth Supported Place (CSP), fee paying undergraduate and pre-2016 commencing students

Unit fee information available soon

2016 commencing International and full fee paying postgraduate domestic students

Your units are priced based on the course you are enrolled in. Please refer to the current year's course entry to estimate the unit cost.

You can calculate the cost of each unit by using the following calculation:

Course fee x unit EFTSL value = unit price

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