Using ePortflios to develop professional capabilities of Financial Planning students Leanne Ngo,...

Using ePortfolios to develop professional capabilities of Financial Planning students

Dr Leanne Ngo, Learning Innovations Lead

Mr Vivek Venkiteswaran, Learning Designer

Learning Innovations, Deakin Business School

Deakin University CRICOS Provider Code: 00113B

Deakin University


Deakin in the top 2%Ranking of World Universities (ARWU) putting Deakin in the top 2% of the world’s universities.**

*2016 Times Higher Education Australian Employability Rankings

**Quacquarelli Symonds (QS); QS Stars University Ratings

*** Academic Ranking of World Universities, Times Higher Education, QS World University Rankings

Ranked #3 in Australia for graduate employability*, Deakin University’s course curriculum integrates real-world expertise with practical skills to give our students a competitive edge.

Deakin Business School (DBS)


DBS has SIX Departments:

Accounting

Economics

Finance

Information Systems and Business Analytics

Management

Marketing

DBS mission is to prepare graduates for careers of the future. We harness emerging technologies to facilitate innovative, borderless and personalised education. Our research informs our practice and impacts the communities with which we engage.

Master of Financial Planning


-The new Professional standards for financial advisors are now law-Assessed as an approved degree by the Financial Planning Education Council.

Graduates are eligible for entry into the Certified Financial Planner Certification Program which is offered by the Financial Planning Association of Australia.

Portfolio EARLY unit

Portfolio CAPSTONE unit

Master of Financial Planning ePortfolio


Hybrid model of learning and career development

Developmental Assessment Showcase

Master of Financial Planning ePortfolio


Student ownership and personalization were crucial aspects the Portfolio process and product

Ownership Personalisation

Process Product

Implementation


Leadership

Stakeholders

Assessment Design

Iterative Approach

Technology

Support

Evaluation

Portfolio 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

ePortfolio Tool


Deakin supported Wordpress platform

Integrated with Deakin’s Learning Management System (LMS)

Customised configurations

Wordpress Templates

MAA745 Financial Planning Fundamentals


Unit Context

Introduce the student to the study 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%


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)

Unit Learning Outcome

This assessment task requires students to evaluate their personal progress towards developing appropriate levels of generic and specialist knowledge required for professional practice.



MAA745 Student Example Portfolio EARLY unit

MAA727 Financial Planning Development


Unit Context

This 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.


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%

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 evaluate their personal progress towards developing appropriate levels of generic and specialist knowledge required for professional practice.



MAA727 Student Example Portfolio CAPSTONE unit

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…”

Contact UsDr Leanne Ngo

[email protected]

Mr Vivek Venkiteswaran

[email protected]


mailto:[email protected]

mailto:[email protected]

Using ePortflios to develop professional capabilities of Financial Planning students Leanne Ngo,...

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