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2022 unit information
Nil
Must have passed three units in : MAA215, MLC301, MAF307, MAA319; and Must have passed units: MAA255 and MAA317
MAF312
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 x 1 hour on-line interactive workshops.
This unit is the capstone unit of the financial planning major. It specifically builds on studies in MAA255 Financial Planning and MAA317 Superannuation Planning as well as many other units. The assessment for this unit requires the preparation of a comprehensive, client-focused financial plan or Statement of Advice using financial planning software. In the first few topics we review the process of developing a Statement of Advice and the legislative requirements that govern the financial planning process. In subsequent topics we review the content and techniques of a range of functional areas within financial planning with a view to using these techniques to strategically improve the financial position of clients.
Analyse and evaluate the legal, social and ethical responsibilities of financial planners and the Australian regulatory framework within which they operate
ULO2
Apply interpersonal skills and techniques to identify client needs and objectives and build client relationships
GLO1: Discipline-specific knowledge and capabilitiesGLO2: Communication
ULO3
Analyse, research and critically evaluate a comprehensive set of client circumstances
GLO1: Discipline-specific knowledge and capabilitiesGLO3: Digital literacyGLO5: Problem solving
ULO4
Evaluate and construct a comprehensive range of solutions for a client, incorporating the use of technology, that meets regulatory, ethical and professional requirements
GLO1: Discipline-specific knowledge and capabilitiesGLO2: CommunicationGLO3: Digital literacyGLO5: Problem solvingGLO8: Global citizenship
ULO5
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 at least 40% of the marks available on all assessment tasks. Successfully complete the professional literacy module to gain access to the assignment dropbox.
The texts and reading list for the unit can be found on the University Library via the link below: MAA318 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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