MAA727 - Financial Planning Development

Year:

2021 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:

Successful completion of the following: 

  • MAA719 or MAF708; and
  • MAA745 or MAF765; and
  • MAA700; and
  • MLC703
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

Note:

Prospective students wanting to study MAA727 as 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.

Apply now

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:

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.

Apply now