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MAA745 - Financial Planning and Economic Fundamentals


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), Cloud (online)
Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s):1
EFTSL value:0.125
Unit Chair:Trimester 1: Peter Ngigi
Trimester 2: Jun Yao
Previously:Financial Planning Fundamentals


Incompatible with: MAF765
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 3 hour seminar per week

Scheduled learning activities - cloud:

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


This unit is designed to introduce the student to the study of personal finance and financial planning. It covers the financial planning process and its implementation, and develops an understanding of the economic, political, social and legal environment of the Financial Planning Industry. The unit provides an overview of the broad range of investment products available and their application to general investment strategies. The unit also considers issues relating to superannuation, estate planning as well as risk management and insurance, and provides students with an understanding of their necessity in the financial planning process.


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

Deakin Graduate Learning Outcomes


Analyse and evaluate the legal, social and ethical responsibilities of financial planners and the Australian regulatory framework within which they operate.

GLO1: Discipline-specific knowledge and capabilities


Examine and apply a range of introductory financial planning strategies appropriate to the needs and goals/objectives of a client.

GLO1: Discipline-specific knowledge and capabilities
GLO5: Problem solving


Undertake research, construct and present a preliminary financial plan to meet client requirements in an ethical and professional manner.

GLO1: Discipline-specific knowledge and capabilities
GLO2: Communication
GLO5: Problem solving
GLO7: Teamwork


Evaluate personal progress towards developing appropriate levels of generic and specialist knowledge required for professional practice.

GLO5: Problem solving
GLO6: Self-management


Interpret and apply basic economic principles and explain their effect on individual economic decisions (microeconomics), and on the economy as a whole (macroeconomics)

GLO1: Discipline-specific knowledge and capabilities
GLO5: Problem solving


Explain how economic indicators (data) are used to validate economic behaviours.

GLO1: Discipline-specific knowledge and capabilities
GLO5: Problem solving

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: (Individual) - Test (online)   10% Week 7
Assessment 2: (Group of 2-3 students) - Quantitative/Theory 2,500-3,000 words 30% Week 9
Assessment 3: (Individual) - Written reflection (ePortfolio) 1,000 words 10% Week 4
Examination 2-hours 50% 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 at least 50% of the marks available 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: MAA745 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

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