Enrolments for 2019 have closed.

View information for 2020 course intake.

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Wealth Creation and Estate Planning

Undergraduate | RMI-FNP31 | 2019

Course information for 2019 intake

View information for 2020 course intake

Analyse the world of financial planning, investing and wealth creation.

Hone an ability to decipher risk profiles and recommend wealth creation strategies. Administer and review investment portfolios. Understand how estate planning processes run.

Study method
100% online
Assessments
Subject may require attendance
Entry requirements
Prior study needed
Duration
13 weeks

HECS-HELP and FEE-HELP available

Wealth Creation and Estate Planning

About this subject

  • At the completion of this subject you will be able to:

    1. demonstrate an understanding of how investment and portfolio construction is applied to retail investors
    2. demonstrate an understanding of the income and growth characteristics and risk and return characteristics of different investment asset classes
    3. identify and discuss the merits of retail investors investing in direct investments, managed investments and investment platforms
    4. assess a client's risk profile and use this information to recommend appropriate asset allocations and to construct portfolios for retail clients
    5. demonstrate an understanding of the benefits and dangers of gearing as a wealth creation strategy
    6. understand how to administer and review portfolios for retail clients
    7. demonstrate a knowledge of estate planning issues and administration of deceased estates
    8. understand the uses and applications of Powers of Attorney and the parties involved.

Entry requirements

Prior study

To help set you up for success before you start this subject, we suggest completing or having equivalent knowledge in:

Additional requirements

No additional requirements

Study load

0.125 EFTSL
This is in the range of 10 to 12 hours of study each week.

Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.

Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.

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