This subject builds on the concepts involved in estate planning that are explained in subject FIN560, placing particular attention to the application of various law, processes and principles which are involved in dealing with a client's needs for wealth preservation and transfer. Financial and estate planning operations are explained within a broader professional occupation of estates practice.
The subject introduces students to the tasks associated with the identification of wealth preservation and transfer needs of clients as well as the development of estate administration plans, and prepares students for a professional career in estate planning and administration.
School of Accounting and Finance
Postgraduate Courses in the Faculty of Business, Justice and Behavioural Science.
The following table summarises the assessment tasks for the online offering of FIN563 in Session 2 2019. Please note this is a guide only. Assessment tasks are regularly updated and can also differ to suit the mode of study (online or on campus).
The information contained in the CSU Handbook was accurate at the date of publication: July 2020. The University reserves the right to vary the information at any time without notice.