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MAA745 - Financial Planning and Economic Fundamentals

Year:

2022 unit information

Enrolment modes:Trimester 1: Burwood (Melbourne), Online
Trimester 2: Burwood (Melbourne), Online
Credit point(s):1
EFTSL value:0.125
Unit Chair:Trimester 1: Jun Yao
Trimester 2: Jun Yao
Previously:Financial Planning Fundamentals
Prerequisite:

Nil

Corequisite:Nil
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:

1 x 1 hour seminar plus online independent and collaborative learning activities per week.

Content

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.

ULO These are the Learning Outcomes (ULO) for this unit. At the completion of this unit, successful students can: Deakin Graduate Learning Outcomes
ULO1

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

ULO2

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

ULO3

Apply the skills of working constructively with others in a teamwork setting and reflect on the group dynamics 

GLO2: Communication
GLO6: Self-management
GLO7: Teamwork

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

Assessment Description Student output Grading and weighting
(% total mark for unit)
Indicative due week

Assessment 1: (Individual) Written Reflection (Self)

750 words 10% Week 5

Assessment 2:
Part A: (Group of 3) Client Report
Part B: (Individual) Self-Reflection teamwork 

Part A: 3000 words
Part B: 500 words

Part A: 40%
Part B: 10%

Week 9

Assessment 3: (Individual) Client Report 2000 words 40% Week 11

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.

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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