Risk and Estate Planning (BFA509) - Courses & Units - University of Tasmania, Australia

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Introduction

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Summary %globals_context%

Unit name	Risk and Estate Planning
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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* 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).

About Census Dates

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%.
Timetable	View the lecture timetable \| View the full unit timetable

Textbooks

Required	Details of any required textbooks will be available in the Unit Outline.

The University reserves the right to amend or remove courses and unit availabilities, as appropriate.