MAA319 - Estate Planning and Insurance
| Year: | 2024 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Online Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online |
| Credit point(s): | 1 |
| Previously coded as: | MAF316 |
| EFTSL value: | 0.125 |
| Prerequisite: | MAA255 |
| Corequisite: | Nil |
| Incompatible with: | MAF316 |
| Study commitment | Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit. This will include educator guided online learning activities within the unit site. |
| Scheduled learning activities - campus | 1 x 3 hour on-campus seminar (recordings provided) each week |
| Scheduled learning activities - online | 1 x 1.5 hour recorded lecture and 1 x 1.5 hour online seminar (recordings provided) each week |
Content
This unit introduces students to the role of the professional financial adviser in the areas of estate planning and risk management and insurance. The unit covers a number of important topics within estate planning including Wills, powers of attorney, intestacy, estate and non-estate assets, trusts (including testamentary trusts), distribution of estate assets and the tax implications of the deceased estates. Within the area of risk management and insurance, topics include an introduction to risk management and insurance; the role and regulation of the insurance industry in Australia, insurance contracts, types of personal insurance policies and the taxation of these products.
The unit seeks to provide an introduction to the key concepts of estate planning and personal risk insurance and then examines the application of these concepts to the provision of strategic advice and practical strategies to clients.
Unit Fee Information
Fees and charges vary depending on the type of fee place you hold, your course, your commencement year, the units you choose to study and their study discipline, and your study load.
Tuition fees increase at the beginning of each calendar year and all fees quoted are in Australian dollars ($AUD). Tuition fees do not include textbooks, computer equipment or software, other equipment or costs such as mandatory checks, travel and stationery.
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