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2021 unit information
Unit delivery will continue to be provided in line with the most current COVIDSafe health guidelines. This may include a mix of on-campus and online activities. To find out how you are impacted, please check your unit sites for announcements and updates. Unit sites open one week prior to the start of each Trimester/Semester.
Thank you for your flexibility and commitment to studying with Deakin in 2021.
Last updated: 4 June 2021
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
Recorded lecture plus 11 scheduled online interactive workshops of 1 hour 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.
Analyse and evaluate the legal, social and ethical responsibilities of financial planners and the Australian regulatory framework within which they operate.
ULO2
Apply a range of financial planning and economic principles appropriate to the needs and goals/objectives of a client.
ULO3
Research, construct and present a preliminary financial plan to meet client requirements in an ethical and professional manner.
ULO4
Reflect on and evaluate personal progress towards the development of generic and specific knowledge required for professional practice.
GLO6: Self-management
These Unit Learning Outcomes are applicable for all teaching periods throughout the year
Assessment 2:
2a) Written assessment (group of 3)
2b) Written assessment (individual)
2a) 4000 words
2b) 500 words
2a) 40%
2b) 10%
2a) information not yet available
2b) information not yet available
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 50% of the marks available 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: 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.
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