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MAF765 - Financial Planning Fundamentals

Unit details

Year

2016 unit information

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

0.125

Unit chair:

C Heggen

Prerequisite:

Nil

Corequisite:

Nil

Incompatible with:

Nil

Contact hours:

Campus: 1 x 3 hour seminar per week

Cloud (Online): Learning experiences are via CloudDeakin

Content

This unit is designed to introduce the student to the study of personal finance and financial planning. It covers the financial planning process and its implementation, and develops an understanding of the economic, political, social and legal environment of the Financial Planning Industry. The unit provides an overview of the broad range of investment products available and their application to general investment strategies. The unit also considers issues relating to superannuation, estate planning as well as risk management and insurance, and provides students with an understanding of their necessity in the financial planning process.

Assessment

Assessment 1 (individual) - Test (online) - 10%

Assessment 2 (group of 2-3 students) - Quantitative/Theory (2500-3000 words) - 30%

Assessment 3 (individual) -Written reflection (ePortfolio) - 1000 words - 10%

Examination 2 hours 50%

Hurdle requirement: achieve at least 50% of the marks available on the examination, plus achieve an overall result of 50 marks out of 100 marks available.

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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