MAA255 - Financial Planning

Year:

2024 unit information

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

MAF101 or MAA104

Corequisite: Nil
Incompatible with:

MAF255

Study commitment

Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.

This will include educator guided online learning activities within the unit site.

Scheduled learning activities - campus

1 x 1.5 hour on-campus lecture (recordings provided) and 1 x 1.5 hour on-campus seminar (recordings provided) each week.

Scheduled learning activities - online

1 x 1.5 hour recorded lecture and 1 x 1.5 hour online seminar (recordings provided) each 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 workplace and practical situations.  

Hurdle requirement

Hurdle requirement: achieve a result of at least 50% on the end-of-unit assessment Task plus achieve an overall result of 50 marks out of 100 marks available to evidence a minimum proficiency in the aligned accounting discipline learning outcomes included in this unit

Unit Fee Information

Fees and charges vary depending on the type of fee place you hold, your course, your commencement year, the units you choose to study and their study discipline, and your study load.

Tuition fees increase at the beginning of each calendar year and all fees quoted are in Australian dollars ($AUD). Tuition fees do not include textbooks, computer equipment or software, other equipment or costs such as mandatory checks, travel and stationery.

Use the Fee estimator to see course and unit fees applicable to your course and type of place.

For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.