MAA727 - Financial Planning Development

Year:

2020 unit information

Enrolment modes: Trimester 1: Cloud (online)
Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s): 1
Previously coded as: MAF709
EFTSL value: 0.125
Prerequisite:

MAA719 or MAF708 and MAA745 or MAF765

For M559, M659 and M759 students - Nil

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.

Scheduled learning activities - campus

1 x 3 hour seminar per week

Scheduled learning activities - cloud (online)

Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration

Content

This unit introduces students to the financial planning process and the development of a financial plan. The unit considers issues relating to risk management, estate planning, and salary packaging. In addition it revisits investment and retirement planning covered in earlier units and incorporates all of these areas into a comprehensive financial plan.

Hurdle requirement

Hurdle requirement: achieve an overall pass mark of 50% for Assessment 2.

Unit Fee Information

Click on the fee link below which describes you:

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