Unit details
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Learning Outcomes
1. | Identify and solve personal risk in a client financial plan by exercising critical judgement of appropriate insurance products, applied knowledge of insurance theory and regulations, professional and ethical standards in risk management and insurance advice; | ||
2. | Use financial planning software, online resources and risk management steps to evaluate risk, research and compare insurance products and apply to risk management and optimisation strategies; | ||
3. | Formulate suitable, tax effective [including CGT] financial advice to manage and distribute wealth in a range of insurance and estate planning contexts [including succession planning and blended family cases]; and | ||
4. | Model client relationship building skills using clear and coherent communication in client scenarios discussing insurance and estate planning strategies. |
Assessment
Assessment type | Description | Grade |
---|---|---|
Assignment | Risk Management Essentials (500 words) | 10% |
Portfolio | Risk Management and Estate Planning Situation Review Simulation (2000 words) | 40% |
Presentation | Scaled Statement of Advice - Retirement Planning (2500 words) | 50% |
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