MAA318 - Advanced Financial Planning

Year:

2021 unit information

Enrolment modes: Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Cloud (online)
Credit point(s): 1
Previously coded as: MAF312
EFTSL value: 0.125
Cohort rule:

Nil

Prerequisite:

Must have passed three units in : MAA215, MLC301, MAF307, MAA319; and
Must have passed units: MAA255 and MAA317

Corequisite: Nil
Incompatible with:

MAF312

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 (online)

Recorded lecture plus 11 scheduled online interactive workshops of 1 hour duration

Content

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 assignment for this unit requires the preparation of a comprehensive, client-focused financial plan or Statement of Advice using financial planning software.. The first few topics review the process of developing a Statement of Advice and the legislative requirements that govern the financial planning process. Subsequent topics will 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 our clients.

 

 

Hurdle requirement

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. 

Unit Fee Information

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