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MAF709 - Financial Planning Development

Unit details

Year

2017 unit information

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

M Olynyk

Prerequisite:

MAF708 and MAF765

For M559, M659 and M759 students - Nil

Corequisite:

MAF707

For M559, M659 and M759 students - Nil

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 (Group of 2-3) - Critical analysis: quantitative/theory report (2000 words) 20%

Assessment 2 (Individual):

 Part A: Quantitative/Theory (4000 words) - 40%

 Part B: Presentation/Interview (20 minutes) - 10%

Assessment 3 (Individual) - Professional identity assessment (e-Portfolio) - 1500 words - 30%

Hurdle requirement: achieve an overall pass mark of 50% for Assessment 2 - the construction and presentation of a comprehensive Statement of Advice.

Unit Fee Information

Unit fee information available soon

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