2020 unit information
Classes and seminars in Trimester 2, 2020 will be online.
Last updated: 2 June 2020
MAF101 or MAA104
Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.
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
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 UnitAt the completion of this unit successful students can:
Relate theoretical, technical and practical financial planning knowledge and skills to various client scenarios.
GLO1: Discipline-specific knowledge capabilitiesGLO3: Digital literacy
Identify and examine financial planning options for a client.
GLO1: Discipline-specific knowledge and capabilitiesGLO4: Critical thinkingGLO5: Problem solving
Create strategic solutions that are in the client's 'best interest'.
Present a well-structure limited scope Statement of Advice for a client, that includes appropriate models using a spreadsheeting tool.
GLO2: CommunicationGLO3: Digital literacy
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 a result of at least 50% on the examination plus achieve an overall result of 50 marks out of 100 marks available.
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.
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