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MAA255 - Financial Planning

Year:

2022 unit information

Enrolment modes:Trimester 1: Burwood (Melbourne), Waterfront (Geelong), Online
Trimester 2: Burwood (Melbourne), Online
Credit point(s):1
EFTSL value:0.125
Previously coded as:MAF255, MAF309
Unit Chair:Trimester 1: Peter Vuong
Trimester 2: Peter Vuong
Prerequisite:

MAF101 or MAA104

Corequisite:Nil
Incompatible with:

MAF255

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 2 hour class, 1 x 1 hour seminar per week

Scheduled learning activities - cloud:

1 x 1 hour on-line seminar including online independent and collaborative learning per week.

Content

This unit introduces students to financial planning and the way that financial planners work with their clients to put in place appropriate strategies to help them meet their goals and objectives. It covers the financial planning process and its implementation, including familiarising students with the basics of superannuation, insurance, investments and estate planning. The unit also develops an understanding of the economic, political, social and legal environment and how this impacts upon the strategies put in place for clients. This unit is a very practical unit where theoretical concepts are illustrated by work-place and practical situations.  

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

Relate theoretical, technical and practical financial planning knowledge and skills to various client scenarios

GLO1: Discipline-specific knowledge capabilities

ULO2

Identify and examine financial planning options for a client

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

ULO3

Create strategic solutions that are in the client's 'best interest'

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

ULO4

Present a limited scope Statement of Advice for a client that includes appropriate models using a spreadsheeting tool

GLO1: Discipline-specific knowledge and capabilities
GLO2: Communication
GLO3: Digital literacy

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) Problem-Based Written Assignment 1200 words 15% Week 6
Assessment 2: (Group of 3) Problem-Based Written Assignment 2000 words 25% Week 9
Online Examination (Open Book) 2 hours 60% 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 a result of at least 50% 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: MAA255 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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