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LocationDomesticInternational
Gold Coast
Online

Unit description

Introduces students to estate planning and financial plan construction. In this capstone unit, students will develop professional skills by engaging in teacher-directed activities and experiences relevant to responsible estate planning and the construction and presentation of an estate plan and comprehensive Statement of Advice (SOA).

Unit content

Module 1: Estate Administration, Wills, Attorneys and Guardians

Module 2: Trusts and Asset Protection

Module 3: Family Law, Insolvency and Superannuation Death Benefits

Module 4: Business Succession Planning and Other Estate Planning Issues

Module 5: Financial Plan Construction I

Module 6: Financial Plan Construction II

Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

On completion of this unit, students should be able to:
1identify and evaluate client information, risk tolerance, and needs and objectives
2apply an understanding of the estate planning process, key estate planning areas, and regulatory and legal framework
3construct and present an estate plan
4construct and present a comprehensive Statement of Advice (SOA).

On completion of this unit, students should be able to:

  1. identify and evaluate client information, risk tolerance, and needs and objectives
  2. apply an understanding of the estate planning process, key estate planning areas, and regulatory and legal framework
  3. construct and present an estate plan
  4. construct and present a comprehensive Statement of Advice (SOA).

Prescribed texts

  • Prescribed text information is not currently available.
Prescribed texts may change in future teaching periods.

Teaching and assessment

Notice

Intensive offerings may or may not be scheduled in every teaching period. Please refer to the timetable for further details.

Southern Cross University employs different teaching methods within units to provide students with the flexibility to choose the mode of learning that best suits them. SCU academics strive to use the latest approaches and, as a result, the learning modes and materials may change. The most current information regarding a unit will be provided to enrolled students at the beginning of the teaching period.

Fee information

Domestic

Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.

Fee paying courses
For postgraduate or undergraduate full fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees

International

Please check the international course and fee list to determine the relevant fees.

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