2020 unit information
Classes and seminars in Trimester 2, 2020 will be online.
Last updated: 2 June 2020
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 there will be a converged mode of delivery using CloudDeakin and face-to-face workshops
Online independent and collaborative learning including 3 scheduled online workshops of 3 hours 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. The first topic studied reviews the process of developing a financial plan. 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.
These are the Learning Outcomes (ULO) for this UnitAt the completion of this Unit, successful students can:
Analyse and evaluate the legal, social and ethical responsibilities of financial planners and the Australian regulatory framework within which they operate.
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
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
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
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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