MAA318 - Advanced Financial Planning

Year:

2020 unit information

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

Nil

Prerequisite:
  • For students who commenced  the following courses prior to Trimester 1 2016: D301, D313, D317, D321, D322, D325, D338, D366, D388, M307 , M300.1
    Pre-requisite: MAA255, MAA317
  • For students who commenced  the following courses from Trimester 1 2016: D301, D313, D317, D321, D322, D325, D338, D366, D388, M307 , M300.2
    Pre-requisite: Must have passed four units in MAF202, MAA215, MLC301, MAF307, MAA319 and must have passed MAA255, MAA317
  • For students in other courses: MAA255, 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 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

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. 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

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

Click on the fee link below which describes you:

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