MAA318 - Advanced Financial Planning
2020 unit information
|Enrolment modes:||Trimester 2: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Cloud (online)|
|Previously coded as:||MAF312|
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*
*For Warrnambool on campus offering there will be a converged mode of delivery using CloudDeakin and face-to-face workshops
|Scheduled learning activities - cloud (online)||
Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration
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. The first topic studied reviews the process of developing a financial plan. 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: 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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