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Using ePortfolios to develop professional capabilities of Financial Planning students

Deakin University CRICOS Provider Code: 00113B

Aim of Master of Financial Planning course


Particular emphasis on:

Development of professional capabilities to satisfy strong accreditation requirements

Applied learning and assessment activities

Demonstration of knowledge and skills to enhance employability

Master of Financial Planning course


ePortfolio INTRODUCTORY unit

ePortfolio CAPSTONE unit

Master of Financial Planning ePortfolio


Providing multiple opportunities for students to evidence their professional capabilities, as they relate to the Financial Planning discipline, with a view to

improved learning outcomes and employment.

Developmental Assessment Showcase

Presenter

Presentation Notes

To provide multiple opportunities for students to evidence their professional capabilities, as they relate to the Financial Planning discipline, with a view to improved learning outcomes and employment. Fin Plan context – course Los, why, special things about it Through ePortfolios students have the opportunity to: reflect upon their learning and professional capabilities and compile a digital portfolio of evidence of the relevant skills and experiences accumulated during their learning and professional work. This is then used to assist the student develop appropriate learning goals and outcomes. have their learning capabilities and experiences assessed showcase their learning and professional achievements through a curated repository. the developmental component will provide learners with the opportunity to develop their learning through regular self-reflection, communication and feedback between the learner and the teaching team. the assessment component will allow learners to demonstrate their performance against the nationally agreed Accounting Threshold Learning Standards. the showcase component will allow learners to demonstrate their achievements and exemplary work for employability.

Implementation


Leadership

Stakeholders

Assessment Design

Iterative Approach

Technology

Support

Evaluation

ePortfolio Pedagogy


1. Leadership Roles

2. ePortfolios as an approach to learning and development

3. Assessment design using ePortfolios

Watty, K., Kavanagh, M., McGuigan, N., Leitch, S., Holt, D., Ngo, L., & McKay, J. (2016). Realising the potential: assessing professional learning through the integration of ePortfolios in Australian business education-final report. www.buseport.com.au

Presenter

Presentation Notes

ePortfolios provides a way of enabling students to bring together evidence of the relevant knowledge, skills and experience accumulated during their combined formal education and professional work experience to demonstrate to future employees that they have developed appropriate levels of generic and specialist knowledge and skills required for professional practice.

ePortfolio Wordpress Tool


Closely integrated with Deakin LMS

Assessment submission from WordPress

Standard template rollout to Student

Multiple configurations

Single sign-on and user access

Central Management of plugins and themes

Course level Portfolio

Template based

Embeddingcontent

Personalized

Ease of Use

Sharing.

Privacy and Security

Accessibility

MAA745 Financial Planning Fundamentals


Unit Context

Introduce the student to the concepts of personal finance and financial planning.

Unit Assessment

Assessment 1 (individual) - Test (online) - 10%Assessment 2 (group of 2-3 students) -Quantitative/Theory (2500-3000 words) - 30%Assessment 3 (individual) -Written reflection (ePortfolio) - 1000 words - 10%Examination 2 hours 50%

ePortfolioEARLY unit

Presenter

Presentation Notes

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.

MAA745 Assessment Portfolio


Assessment Task:

Assessment 3 (individual) -Written reflection (ePortfolio) - 1000 words - 10%

Part A: Short video CV Professional career objective (3-5 mins)

Part B: Reflect on how course and unit complements professional career objective (300 words)

Part C: Personal progress towards aspiring job role. Identify gaps in your professional skills and portfolio knowledge (500 words)

ePortfolio Learning Outcome

This assessment task requires students to reflect on their professional career objective to identify learning opportunities and self-improvements, and to direct future learning activities toward the achievement of personal and professional learning goals.

ePortfolioEARLY unit


MAA745 Student Example ePortfolioEARLY unit

MAA727 Financial Planning Development


Unit Context

This capstone unit requires students to integrate the knowledge and skills learnt over their course of study in order to provide industry compliant advice statements and develop the knowledge and skills required for professional practice

ePortfolioCAPSTONE unit

Unit Assessment

Assessment 1 (Group of 2-3) - Critical analysis: quantitative/theory report (2000 words) 20%Assessment 2 (Individual):Part A: Quantitative/Theory (4500 words) - 45%Part B: Presentation/Interview (20 minutes) - 15%

Assessment 3 (Individual) - Professional identity assessment (ePortfolio) - 1500 words plus video (5 minutes) - 20%

Presenter

Presentation Notes

capstone unit that require them to integrate the skills learnt over their course of study and produce applied pieces of research with reference to prevailing literature 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. Assessment 3 (Individual) - Professional identity assessment (e-Portfolio) - 1500 words plus video (5 minutes) - 20%

MAA727 Financial Planning Development


Assessment Task:

Assessment 3 (Individual) - Professional identity assessment (ePortfolio) - 1500 words plus video (5 minutes) - 20%

Part A: Assessment of progress towards fourDeakin Graduate Learning Outcomes and professional knowledge and skills with evidence. Identify two learning outcomes with gaps and provide an action plan.

Part B: Professional Identity short video

Unit Learning Outcome

This assessment task requires students to reflect on their professional career growth and development, focusing on the achievement of Deakin’s GLO’s and professional standards, in order to identify learning opportunities and self-improvements, and to direct future learning activities toward the achievement of personal and professional learning goals.

ePortfolioCAPSTONE unit

Presenter

Presentation Notes

Students are required to reflect on their professional career growth and development, focusing on their Profession’s standards, in order to identity learning opportunities and self-improvements, and to direct future learning activities toward achievement of personal and professional learning goals.


MAA727 Student Example ePortfolioCAPSTONE unit

https://wp.deakin.edu.au/deakinsso_545696201_wilsonst_submission_3

https://wp.deakin.edu.au/deakinsso_545696201_wilsonst_submission_3

ePortfolio Assessment Rubric


ePortfolio Student Support



Student Feedback

“…. reflect upon my learning and career aspirations and it forced me to think

about not only the knowledge and skills that I currently possess, but also to

identify deficiencies and gaps.”

“helped me to better focus on my future learning

activities”

“The WordPress learning platform was relatively easy to

use and flexible and enabled me to evaluate and assess my

learning.”


“…providing a repository of evidence to enable students to better direct their future learning experiences…”

Staff Feedback

“…. I believe these activities will facilitate student employability skills

and opportunities and facilitate a culture of lifelong learning. .”

“WordPress has been a vital component of implementing

the assignments"

“…be able to demonstrate their achievement of the knowledge and skills required within their

chosen profession and to identify gaps and deficiencies…”

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