Build your skills in estate planning. Cover wills, executors, estate administration, trusts, gifting, succession planning and more. Put your newfound skills to the test by creating your own statement of advice.
Your upfront cost:
01 Mar 2021
26 Jul 2021
Established in 1991 after amalgamating four eastern Australian Catholic tertiary institutes, Australian Catholic University now has seven campuses, from Brisbane to Melbourne and welcomes students of all beliefs. Specialising in arts, business, education, health sciences, law, theology and philosophy, ACU encourages its students to think critically and ethically and bring change to their communities and offer this online through Open Universities Australia.
This subject is the foundation for the understanding of key areas of estate planning and dealing with intergenerational wealth transfer. You need to understand the concepts of estate planning, wills, executors and estate administration, trusts and trustees, gifting, estate taxes and succession planning. You will develop skills in managing the different aspects of estate planning. You will be to apply techniques to generate a comprehensive statement of advice. This subject provides you with necessary knowledge and skills needed to get work ready for a career in the financial planning industry.
Assessments are used primarily to foster learning. ACU adopts a constructivist approach to learning which seeks alignment between the fundamental purpose of each unit, the learning outcomes, teaching and learning strategy, assessment, and the learning environment. In order to pass this unit, you are required to achieve an overall score of at least 50%. Using constructive alignment, the assessment tasks are designed for you to demonstrate your achievement of each learning outcome.