MAA727 - Financial Planning Development
| Year: | 2026 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: | MLC703 |
| 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 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 earlier units and incorporates all of these areas into a comprehensive financial plan.
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.
For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.
How to apply
Apply for this unit via the Deakin Applicant Portal using the unit code. You’ll receive an email confirming your place. To apply for multiple units in the same trimester, submit one application; for different trimesters, submit separate applications.