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Online unit

Insurance and Estate Planning

Overview of the unit

About this unit

The scope of the insurance industry is broad, which is why there is a need for financial planners who are able to interpret this complexity, personalising their advice for the benefit of each individual client. This unit prepares students to critically analyse various insurance products and relevant regulations while managing insurance-related risks for clients. The administration and management of estates is also a focus, students learning about the fundamental processes involved in estate planning, and how to construct a Statement of Advice.

Content

  • Life and general insurance products
  • Insurance strategies
  • Insurance planning
  • Estate planning
  • Wealth creation
  • Asset protection
  • Statement of Advice
  • Financial advice technologies
  • Proficient and professional communication

This unit is found in the Graduate Diploma of Financial Planning.

View further information on this unit.