MAA318 - Advanced Financial Planning


2024 unit information

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

MAA255, MAA317, MAA319

Corequisite: MLC301
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.

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

Scheduled learning activities - campus

1 x 3 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.


This unit is the capstone unit of the financial planning major. It specifically builds on financial planning concepts developed in earlier units of the course in earlier financial planning units to generate more advanced strategic solutions for clients and the generation of a Statement of Advice. The assessment for this unit requires the preparation of a comprehensive, client-focused financial plan or Statement of Advice using financial planning software - XPLAN. In the first few topics we review the process of developing client strategies and a Statement of Advice and the legislative requirements that govern the financial planning process. In subsequent topics we 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 clients.



Hurdle requirement

Hurdle requirement: Successfully complete the professional literacy module to evidence proficiency as aligned to the course learning outcomes and graduate employability. 

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.

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