MAA745 - Financial Planning and Economic Fundamentals

Year:

2020 unit information

Enrolment modes: Trimester 1: Burwood (Melbourne), Cloud (online)
Trimester 2: Burwood (Melbourne), Cloud (online)
Credit point(s): 1
EFTSL value: 0.125
Previously: Financial Planning Fundamentals
Prerequisite:

Nil

Corequisite: Nil
Incompatible with: MAF765
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 is designed to introduce the student to the study of personal finance and financial planning. It covers the financial planning process and its implementation, and develops an understanding of the economic, political, social and legal environment of the Financial Planning Industry. The unit provides an overview of the broad range of investment products available and their application to general investment strategies. The unit also considers issues relating to superannuation, estate planning as well as risk management and insurance, and provides students with an understanding of their necessity in the financial planning process.

Hurdle requirement

Hurdle requirement: achieve at least 50% of the marks available on the examination, plus achieve an overall result of 50 marks out of 100 marks available.

Unit Fee Information

Click on the fee link below which describes you:

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