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2021 unit information
Unit delivery will continue to be provided in line with the most current COVIDSafe health guidelines. This may include a mix of on-campus and online activities. To find out how you are impacted, please check your unit sites for announcements and updates. Unit sites open one week prior to the start of each Trimester/Semester.
Thank you for your flexibility and commitment to studying with Deakin in 2021.
Last updated: 4 June 2021
Nil
Must have passed three units in : MAA215, MLC301, MAF307, MAA319; and Must have passed units: MAA255 and MAA317
MAF312
Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.
1 x 3 hour seminar per week
Recorded lecture plus 11 scheduled online interactive workshops of 1 hour duration
This unit is the capstone unit of the financial planning major. It specifically builds on studies in MAA255 Financial Planning and MAA317 Superannuation Planning as well as many other units. The assignment for this unit requires the preparation of a comprehensive, client-focused financial plan or Statement of Advice using financial planning software.. The first few topics review the process of developing a Statement of Advice and the legislative requirements that govern the financial planning process. Subsequent topics will review the content and techniques of a range of functional areas within financial planning with a view to using these techniques to strategically improve the financial position of our clients.
Analyse and evaluate the legal, social and ethical responsibilities of financial planners and the Australian regulatory framework within which they operate.
ULO2
Develop interview and questioning techniques and communication skills to assist in ascertaining needs and objectives of a client and in building client relationships.
GLO1: Discipline-specific knowledge and capabilitiesGLO2 Communication
ULO3
Analyse, research and critically evaluate a comprehensive set of client circumstances as it applies to satisfying the needs and objectives of a client.
GLO1: Discipline-specific knowledge and capabilitiesGLO3: Digital literacyGLO4: Critical thinkingGLO5: Problem solving
ULO4
Construct a compliant comprehensive Statement of Advice (SOA) to meet client requirements in an ethical and professional manner.
GLO1: Discipline-specific knowledge and capabilitiesGLO2: CommunicationGLO3: Digital literacyGLO4: Critical thinkingGLO5: Problem solvingGLO8: Global citizenship
ULO5
These Unit Learning Outcomes are applicable for all teaching periods throughout the year
The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.
Hurdle requirement: Achieve at least 40% of the marks available on all assessment tasks. Successfully complete the professional literacy module to gain access to the assignment dropbox.
The texts and reading list for the unit can be found on the University Library via the link below: MAA318 Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.
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