|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.|
|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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