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MAA255 - Financial Planning


2020 unit information

Important Update:

Classes and seminars in Trimester 2, 2020 will be online.

Last updated: 2 June 2020

Enrolment modes:Trimester 1: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Cloud (online)
Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s):1
Previously coded as:MAF255, MAF309
EFTSL value:0.125
Unit Chair:Trimester 1: Peter Ngigi
Trimester 3: Mike Kerry
Trimester 2: Peter Vuong

MAF101 or MAA104

Incompatible with:


Typical study commitment:

Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.

Scheduled learning activities - campus:

1 x 2 hour class, 1 x 1 hour seminar per week*

*For Warrnambool on campus offering only, there will be a converged mode of delivery using CloudDeakin and face-to-face workshops.  More details will be available on the unit site

Scheduled learning activities - cloud:

Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration


This unit introduces students to financial and estate planning. It covers the financial planning process and its implementation, including familiarising students with the basics of estate planning and provides students with an understanding of its necessity in the financial planning process. The unit also develops an understanding of the economic, political, social and legal environment for financial planning.


These are the Learning Outcomes (ULO) for this Unit
At the completion of this unit successful students can:

Deakin Graduate Learning Outcomes


Relate theoretical, technical and practical financial planning knowledge and skills to various client scenarios.

GLO1: Discipline-specific knowledge capabilities
GLO3: Digital literacy


Identify and examine financial planning options for a client.

GLO1: Discipline-specific knowledge and capabilities
GLO4: Critical thinking
GLO5: Problem solving


Create strategic solutions that are in the client's 'best interest'.

GLO1: Discipline-specific knowledge and capabilities
GLO4: Critical thinking
GLO5: Problem solving


Present a well-structure limited scope Statement of Advice for a client, that includes appropriate models using a spreadsheeting tool.

GLO2: Communication
GLO3: Digital literacy

These Unit Learning Outcomes are applicable for all teaching periods throughout the year


Assessment Description Student output Grading and weighting
(% total mark for unit)
Indicative due week 
Assessment 1: Written Assignment (Group 2-3 students), quantitative 2,000 words 15% Week 5
Assessment 2: Written Assignment (Group 2- 3 students) 2,000 words 25% Week 8
Examination 2-hours 60% Exam Period

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

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

Learning Resource

The texts and reading list for the unit can be found on the University Library via the link below: MAA255 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.

Unit Fee Information

Click on the fee link below which describes you: