MAA727 - Financial Planning Development
| Year: | 2024 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Online Trimester 2: Online |
| Credit point(s): | 1 |
| Previously coded as: | MAF709 |
| EFTSL value: | 0.125 |
| Prerequisite: | Successful completion of the following:
For N002 students - Must be an existing financial adviser and listed on the ASIC Adviser Register. |
| Corequisite: | Nil |
| Incompatible with: | MAF709 |
| 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 (recordings provided) seminar 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 |
| Note: | * FAS approved unit (Financial Advice Capstone subject). Students wanting to study MAA727 as part of the Graduate Certificate of Financial Planning (M569) or a single unit of study (non-Award) need to be an existing financial adviser and listed on the ASIC Adviser Register. Applications can be made here. How to apply Submit your application online via the Deakin course and scholarship applicant portal. For support on your application process, book a one-on-one consultation with a student adviser. Current Deakin students can enrol directly via StudentConnect. For step-by-step application instructions, download our guide. |
Content
This unit introduces students to the financial planning process and the development of a comprehensive Statement of Advice. The unit considers issues relating to the regulatory framework governing the profession and the construction of the advice statements, best interest duty, strategy development, investment bonds and aged care.. The unit pulls together knowledge and skills gained in I earlier units and incorporates all of these areas into a comprehensive financial plan.
Unit Fee Information
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How to apply
You can apply online for this single unit via the Deakin Applicant Portal. Enter the unit code above and follow the steps to submit your application online. Once submitted, we'll be in contact via email to confirm your place.
You can apply for multiple units in one trimester in a single application or to study multiple units over subsequent trimesters, you'll need to submit a separate application for each study period.
