Course

Estate Planning, Succession and Asset Protection - FINS5539

Faculty: UNSW Business School

School: School of Banking and Finance

Course Outline: FINS5539 Course Outline

Campus: Sydney

Career: Postgraduate

Units of Credit: 6

EFTSL: 0.12500 (more info)

Indicative Contact Hours per Week: 3

Enrolment Requirements:

Prerequisites: FINS5513 and FINS5510

CSS Contribution Charge: 3 (more info)

Tuition Fee: See Tuition Fee Schedule

Further Information: See Class Timetable

View course information for previous years.

Description

This course provides students with key estate planning knowledge and skills. From a financial planning practice perspective, we address the importance of estate planning issues when providing financial planning advice. This includes fundamental issues related to asset protection and succession planning. The course is practical in nature and is designed to cover the key estate planning elements impacting clients from a financial planning angle.

The course will consist of a theoretical element and a practical case study element addressing issues facing clients and practitioners in the advice space.


Estate Planning

Study Levels

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