MAA255 - Financial Planning


2023 unit information

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

MAF101 or MAA104

Corequisite: Nil
Incompatible with:


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 (online)

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


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.  

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

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