Course Name |  | Bachelor of Commerce (Financial Planning Major) |
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Course Information | | Confirm via transcript the specialist knowledge areas achieved. The following mapping is provided to identify the RG146 compliance gained from completion of individual units:
Generic Knowledge: MAF255, MAF202, MAF307 & MAF312, Margin Lending: MAF312 & MAF255, Superannuation: MAF311 & MAF255, SMSF: MAF312, MAF255 & MAF311, Financial Planning: MAF312 & MAF255, Securities: MAF312, MAF307 & MAF255, Derivatives: MAF312, MAF307 & MAF255 Managed Investments: MAF312, MAF307 & MAF255, General Insurance: MAF312 & MAF255 Insurance Broking: MAF312 Foreign Exchange: MAF202, MAF312 & MAF255, FHSA: MAF312 & MAF255, Deposit Products: MAF202, MAF255 & MAF312, Skills: MAF312 & MAF255, Life Insurance: MAF312 & MAF255. Please note: some unit may have pre-requisite requirements. |
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Award Given at Completion | | Degree |
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Specialist Knowledge | | Financial Planning, Securities, Derivatives, Managed Investments, Superannuation, Self Managed Superannuation Funds, General Insurance, Life Insurance, Insurance Broking, Deposit Products and Non-Cash Payments, Generic Knowledge, Skills, Foreign Exchange, Margin Lending Facility |
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Tier | | 1 |
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Where Course Delivered | | All of Australia, Melbourne, VIC regional |
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Delivery Method | | Computer-based, Distance, Onsite training room, Web-based, Face-to-face |
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Assessment Type | | Examination - closed book, Case study |
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Start Date | | 1/3/2010 |
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Duration/Total Hours | | 198 Delivery for each Unit is 3hrs per week over 11 week semester |
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Approximate Cost | | $2,272.00 Cost is per subject. Commonwealth Placement support available |
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Pre95 | | No |
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This course is currently being offered |
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| COORDINATOR DETAILS | | |
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Name | | Associate Professor Bruce Clayton |
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Phone Number | | (03) 5227 1420 |
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Fax Number | | (03) 5227 2151 |
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Email Address | | bruce.clayton@deakin.edu.au |
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| COVERAGE GRAPH | | |
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| TOPICS COVERAGE | | |
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MAF312 - Advanced Financial Planning
On completion of this unit students should be able to:
1. analyse and determine a client’s risk profile, 2.identify the client’s objectives, 3. provide spreadsheet data to clients in a readily understandable form, 4. outline the main components of a financial plan, 5. explain how salary packaging works and devise a successful salary packaging strategy for a client, 6. explain how gearing works and devise a successful gearing strategy for a client, 7. explain the range of tax structures available and identify the appropriate structure for a client, 8. conduct investment research online and develop investment recommendations for clients, 9. identify the range of estate planning and risk management strategies available and match these strategies to a clients needs, 10. outline the range of retirement income options available and determine the ‘best’ option for a client, 11. review the impact of family breakdown in the development and implementation of financial plans, 12. prepare a comprehensive financial plan for a client.
MAF255 - Financial Planning
1. Introduction to financial planning, 2. The context of financial planning, 3. Data gathering, 4.
Introduction to income tax, 5. Packaging and FBT 6. Investments: Asset types, 7. Investments: Strategies, 8. Investments: Analysis, 9. Risk management and insurance, 10.
Superannuation, 11. Social security, 12. Ethics and dispute resolution, 13. Estate planning
MAF311 - Superannuation Planning
1. Overview of the Superannuation Environment 2. Financial modelling in superannuation, 3.
Laws governing superannuation 4. Contributions 5. Taxation of superannuation 6. Investment
7. Small superannuation funds 8. Withdrawing funds from a superannuation environment
9. Retirement income streams 10. Superannuation and social security
MAF307 - Equities and Investment Analysis
1. Introduction to financial markets, 2. Managed Funds industry in Australia and Managed Investments 3. Portfolio theory and asset pricing models, 4. Stock selection 5. Equities and equity derivatives 6. The fixed income class 7. Property Investment 8. International Investment
MAF202 - Money and Capital Markets
1. Categories of financial institutions, instruments and markets that exist within a financial system, 2. Important factors that influence the determination of interest rates; 3.
The operational roles of commercial banks, including their sources of funds, uses of
funds, and prudential supervision; 4. The functions of investment banks, insurance offices, superannuation funds and unit trusts; 5. The share markets within the context of firms raising funds; 6. Factors that are relevant to making a share investment decision;
7. The different types of short-term debt that are available to a firm; 8. Calculating the price and yield on money market securities; 9. The different types of longer-term debt that are available to a firm; 10. Calculate an instalment on a loan, and the price of longer-term debt securities; 11. Fundamental aspects of the structure and operation of the foreign exchange markets; 12. The structure of the international financial markets, with particular emphasis on the euromarkets and euromarket securities; and understand the concept of financial risk and the application of options and swaps for financial risk management
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| PROVIDER DETAILS | | |
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Provider | | Deakin University- Faculty of Business & Law |
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Contact | | Associate Professor Bruce Clayton |
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Phone Number | | (03) 5227 1420 |
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Fax Number | | (03) 5227 2151 |
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Email Address | | bruce.clayton@deakin.edu.au |
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URL | | www.deakin.edu.au |
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