Using ePortflios to develop professional capabilities of Financial Planning students Leanne Ngo, Vivek Venkiteswaran
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This presentation aims to share how ePortflios is currently being integrated, scaffolded and supported in a postgraduate Financial Planning degree at the Deakin Business School. The type of ePortflio used is a hybrid model of learning and career development with the purpose of providing students with multile opportunities to evidence their learning and professional capabilities as it relates to the Financial Planning discipline. Student ownership and personalizaton were crucial aspects the ePortflio process and product. A showcase of student ePortflio examples will be presented. ePortflios 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.
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Using ePortflios to develop professional capabilities of Financial Planning students Leanne Ngo, Vivek Venkiteswaran
- 1. 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
- 2. Deakin University Deakin University CRICOS Provider Code: 00113B 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.
- 3. Deakin Business School (DBS) Deakin University CRICOS Provider Code: 00113B 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.
- 4. Master of Financial Planning Deakin University CRICOS Provider Code: 00113B -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
- 5. Master of Financial Planning ePortfolio Deakin University CRICOS Provider Code: 00113B Hybrid model of learning and career development Developmental Assessment Showcase
- 6. Master of Financial Planning ePortfolio Deakin University CRICOS Provider Code: 00113B Student ownership and personalization were crucial aspects the Portfolio process and product Ownership Personalisation Process Product
- 7. Implementation Deakin University CRICOS Provider Code: 00113B Leadership Stakeholder s Assessment Design Iterative Approach Technology Support Evaluation
- 8. Portfolio Pedagogy Deakin University CRICOS Provider Code: 00113B 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
- 9. ePortfolio Tool Deakin University CRICOS Provider Code: 00113B Deakin supported Wordpress platform Integrated with Deakin’s Learning Management System (LMS) Customised configurations Wordpress Templates
- 10. MAA745 Financial Planning Fundamentals Deakin University CRICOS Provider Code: 00113B 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% Portfolio EARLY unit
- 11. MAA745 Assessment Portfolio Deakin University CRICOS Provider Code: 00113B 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. Portfolio EARLY unit
- 12. Deakin University CRICOS Provider Code: 00113B MAA745 Student Example Portfolio EARLY unit
- 13. MAA727 Financial Planning Development Deakin University CRICOS Provider Code: 00113B 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. Portfolio CAPSTONE 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%
- 14. MAA727 Financial Planning Development Deakin University CRICOS Provider Code: 00113B Assessment Task: Assessment 3 (Individual) - Professional identity assessment (ePortfolio) - 1500 words plus video (5 minutes) - 20% Part A: Assessment of progress towards four Deakin 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. Portfolio CAPSTONE unit
- 15. Deakin University CRICOS Provider Code: 00113B MAA727 Student Example Portfolio CAPSTONE unit
- 16. ePortfolio Assessment Rubric Deakin University CRICOS Provider Code: 00113B
- 17. ePortfolio Student Support Deakin University CRICOS Provider Code: 00113B
- 18. Deakin University CRICOS Provider Code: 00113B 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.”
- 19. Deakin University CRICOS Provider Code: 00113B “…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…”
- 20. Contact Us Dr Leanne Ngo Leanne.Ngo@deakin.edu.au Mr Vivek Venkiteswaran Vivek.Venkiteswaran@deakin.edu.au Deakin University CRICOS Provider Code: 00113B
Editor's Notes
- Deakin has 5 campuses with four being across Victoria and a Cloud campus. We have over 52 000 students with 15% Cloud campus. DBS has 12 000+ students with six departments. 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. 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.
- Deakin has 5 campuses with four being across Victoria and a Cloud campus. We have over 52 000 students with 15% Cloud campus. DBS has 12 000+ students with six departments. 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. 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.
- Graduate employers consistently tell us that they are looking for graduates who display not only technical skills but also those referred to as non-technical or employability skills. These include communication, the ability to work in a team and to learn from mistakes, problem solving and self-management. Financial Planning Professional standards
- 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 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.
- 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. The ePortfolio is embedded in five of the six core Accounting major units as assessment items: aligned to nationally agreed Accounting Threshold Learning Standards that are mapped to the Deakin Graduate Learning Outcomes. designed to support students' ability to critically self-reflect as a key component of their self and professional learning and development. designed to motivate students to regularly reflect on their learning, and evidence that learning, by curating artefacts to their ePortfolio. intended for students to organise and select what they have curated over their study as part of the evidence of their learning for contribution to their showcase Accounting ePortfolio at the end of their course.
- 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. including initial unit and capstone unit The portfolio strategy involved an iterative staged approach to ePortfolio implementation with strong leadership and dedicated support team in place. The iterative process allowed for incremental small steps, dynamic evaluation, support and opportunities for continuous improvement during the process. This enabled the project team to work collaboratively with project stakeholders to provide timely responses and act on any emerging issues.
- 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.
- 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.
- 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%
- 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.
- This was the first time I had undertaken an assignment that asked me to 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. This has 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.
- WordPress has been particularly beneficial with my assignments in providing a repository of evidence to enable students to better direct their future learning experiences and to be able to demonstrate their achievement of the knowledge and skills required within their chosen profession and to identify gaps and deficiencies. 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