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2023 unit information
Intensive 10: Online
This unit is only available to students enrolled in N002*, M512, M769, M669, M569, M701, M770, M640 and M540
Nil
MAA728, MAF714
Students will on average spend 130 hours undertaking the teaching, learning and assessment activities for this unit. Students will have 24 hours of face-to-face contact over the course of 4 consecutive days with separate independent and collaborative learning required both prior to and subsequent to the Intensive.
Students will be required to access the Unit Site for reading and preparation work which will be available four weeks prior to the commencement of the intensive.
Students can expect to spend 130 hours undertaking the learning and assessment activities for this unit. Collaborative learning required both prior to and subsequent to the Intensive.
In addition to the online scheduled learning activities, this intensive unit requires students to attend four consecutive days of intensive study via Zoom.
This intensive unit will be run via a virtual classroom format through Zoom from 9.00am to 2.00pm
2023 dates:
Tuesday 7th November to Friday 10th November
*N002 (single unit non-award postgraduate)
How to apply Submit your application online via the Deakin course and scholarship applicant portal. For support on your application process, book a one-on-one consultation with a student adviser.
Current Deakin students can enrol directly via StudentConnect.
Apply now
Please enrol by the deadline as places are limited.
Enrolment deadline:
Monday October 9th
For further information please email financial-planning@deakin.edu.au
The Financial Planning professional must be able to build a deep understanding of their client’s needs and be able to anticipate issues many clients may not have considered. This unit builds on the technical knowledge acquired in other units, to broaden students’ understanding of the professional skills and knowledge required to manage long-term client relationships, and develop comprehensive understanding of clients’ needs in order to formulate strategies and solutions that are in the client’s best interest.Drawing on insights from the behavioural sciences, this unit requires students to develop strategies to build trust, communicate the value of advice, and engage clients at each stage of the financial planning process. Students will be introduced to the field of behavioural finance, to develop an understanding client behaviour and factors that influence decision-making. The unit also seeks to provide students with a theoretical and practical understanding of the ethical and professional requirements within a financial services context.
GLO1: Discipline-specific knowledge and capabilitiesGLO5: Problem Solving
Solve communication problems and communicate effectively (verbal and non-verbal) with clients and peers.
GLO2: CommunicationGLO5: Problem Solving
Apply knowledge of behavioural biases that individuals may exhibit and explain strategies to mitigate the impact of these biases on financial decision making.
GLO1: Discipline-specific knowledge and capabilitiesGLO4: Critical ThinkingGLO5: Problem Solving
These Unit Learning Outcomes are applicable for all teaching periods throughout the year.
Assessment 2:
(Group of 4)
Part A: Presentation in class
Part B: Report (Research)
Part A: 10 minutes
Part B: 3000 words
50% total
Presentation: 20%
Report: 30%
Part A: Final afternoon of the intensive class
Part B: One to two weeks following the end of the intensive class
Assessment 3: (individual)
Part A: Report (Research)
Part B: Written Reflection (self)
Part A: 1500 words
Part B: 1000 words
Report: 20%
Reflection: 10%
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.
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