Hobart
Introduction
Summary %globals_context%
Unit name | Risk and Estate Planning |
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Unit code | BFA509 |
Credit points | 12.5 |
Faculty/School | College of Business & Economics Tasmanian School of Business and Economics |
Discipline | Accounting and Accountability |
Coordinator | %asset_metadata_unit.Coordinator% |
Level | %asset_metadata_unit.Level% |
Available as student elective? | %asset_metadata_unit.AvailableAsElective_value^empty:No% |
Breadth Unit? | %asset_metadata_unit.IsBreadthUnit_value% |
Availability
Note
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Units are offered in attending mode unless otherwise indicated (that is attendance is required at the campus identified). A unit identified as offered by distance, that is there is no requirement for attendance, is identified with a nominal enrolment campus. A unit offered to both attending students and by distance from the same campus is identified as having both modes of study.
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TNE Program units special approval requirements.
* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).
Learning Outcomes
LO1 | Prepare and present appropriate personal risk insurance services, advice and products to clients. |
LO2 | Explain the use of risk management tools and describe and evaluate the application of insurance law and contracts. |
LO3 | Analyse and evaluate life insurance and estate planning strategies in financial planning scenarios. |
LO4 | Describe the estate planning and administration process and analyse and evaluate the process of drawing up of wills, the testamentary trust framework, powers of attorney, and pre-nuptial agreements within this. |
LO5 | Evaluate the importance of trusts, asset protection, types of powers of attorney and binding health directives and describe the legal frameworks around these concepts. |
Fees
Requisites
Prerequisites
N/A
Co-requisites
N/A
Mutual Exclusions
You cannot enrol in this unit as well as the following:
N/A
Teaching
Assessment | 3 x Online Tests 15%, Application Questions and Case Study 35%, Capstone Project 50%. |
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Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
Required | Details of any required textbooks will be available in the Unit Outline. |
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The University reserves the right to amend or remove courses and unit availabilities, as appropriate.