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TAFE

TAFE

TAFE

TAFE

Online unit

Personal Financial Risk and Estate Planning

Overview of the unit

Unit code: FIN30022
Duration: 1 Teaching Period
Contact hours: Recommended 10 hours of study per week

About this unit

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 an overview of the Australian insurance industry and the structures of insurance policies, estate plans, wills, and powers of attorney 

Content

  • Introduction to risk management 
  • Risk management application and concept of insurance 
  • The insurance industry and regulation 
  • Financial operation of insurers 
  • Life insurance 
  • Personal insurance and compulsory insurance 
  • General insurance 
  • Professional insurance 
  • Insurance products 
  • Development of risk advice 
  • Estate planning process 
  • Testamentary trusts and incapacity planning 
  • Business succession planning