2020 unit information
Classes and seminars in Trimester 2, 2020 will be online.
Last updated: 2 June 2020
MAA719 or MAF708 and MAA745 or MAF765
For M559, M659 and M759 students - Nil
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
Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration
Prospective students wanting to study MAA727 as a single unit of study (non-Award) need to be an existing financial adviser and listed on the ASIC Adviser Register. Applications can be made here.
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.
For step-by-step application instructions, download our guide.
This unit introduces students to the financial planning process and the development of a financial plan. The unit considers issues relating to risk management, estate planning, and salary packaging. In addition it revisits investment and retirement planning covered in earlier units and incorporates all of these areas into a comprehensive financial plan.
Communicate with clients effectively to obtain personal information including negotiation where appropriate
GLO 1 Discipline-specific knowledge and capabilitiesGLO 2 Communication
Analyse and critically evaluate a comprehensive set of client circumstances as it applies to satisfying the needs and objectives of a client
GLO 1 Discipline-specific knowledge and capabilitiesGLO 3 Digital literacyGLO 4 Critical thinkingGLO 5 Problem solvingGLO 7 Teamwork
Construct a compliant comprehensive State of Advice (SOA) via a popular financial planning software program to meet client requirements in an ethical and professional manner.
GLO 1 Discipline-specific knowledge and capabilitiesGLO 2 CommunicationGLO 3 Digital literacyGLO 4 Critical thinking
Present and defend financial planning recommendations
Analyse and evaluate the legal, social and ethical responsibilities of financial planners relating to a contemporary financial planning issues
GLO 1 Discipline-specific knowledge and capabilitiesGLO 2 CommunicationGLO 4 Critical thinkingGLO 5 Problem solving
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 an overall pass mark of 50% for Assessment 2.
The texts and reading list for the unit can be found on the University Library via the link below: MAA727 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.
Click on the fee link below which describes you: