Personal Financial Risk and Estate Planning

What it covers

This unit aims to provide students with an understanding of issues related to personal financial risk, insurance, and estate planning. Students will learn about risk management strategies that relate to providing personal risk advice and estate planning. Government regulations and policies applicable to the insurance industry, estate, and succession planning are examined and their applications for strategic advice and clients' needs will be discussed. Upon completion of the unit, students will have developed an understanding of the Australian insurance industry and the structures of insurance policies, estate plans, wills, and powers of attorney.

Assessment

When and where