Estate Planning and Asset Protection - FINS3639
Faculty: UNSW Business School
School: School of Banking and Finance
Course Outline: FINS3639 Course Outline
Campus: Sydney
Career: Undergraduate
Units of Credit: 6
EFTSL: 0.12500 (more info)
Indicative Contact Hours per Week: 3
Enrolment Requirements:
Prerequisites: FINS2624 and FINS2643
CSS Contribution Charge: 3 (more info)
Tuition Fee: See Tuition Fee Schedule
Further Information: See Class Timetable
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.
The course will consist of a theoretical element and a practical case study element addressing issues facing clients and practitioners in the advice space.