Retirement and Estate Planning

• Develop strategies for retirement and estate planning in an advice document in an ethical and professional manner

• Present retirement and estate planning strategy recommendations in an advice document

• Communicate and analyse the impacts of recent developments and key challenges in retirement and estate planning, including social security and aged care

• Explain to clients the nature and purpose of wills, executors, attorneys, trusts, guardianships and death benefit nominations

• Synthesise information to formulate effective financial decisions and solutions, including tax implications on retirement and estate planning

• A nationally recognised higher education microcredential qualification

• The confidence to assess clients in the area of retirement and estate planning

• The skills to develop recommendations in an advice document in the retirement and estate planning areas

• Recognition of prior learning for the Graduate Diploma of Finance. The 1 subject studied in the microcredential will be recognised and credited towards the Graduate Diploma of Finance qualification, with a fee-deduction

• For existing advisers or those attaining the Professional Year (PY), a Continuing Professional Development (CPD) certificate will be provided upon successful completion of this subject. Please check with your licensee on the CPD policy requirements.

You must demonstrate that you have achieved one of the following:

• Hold a diploma or advanced diploma in financial planning and are currently practicing financial planning or

• Hold a bachelor's degree in any discipline (including financial services degrees not on the Financial Adviser Standards (FAS) approved list (https://fas.treasury.gov.au/))

Note:

• Your certificates, transcripts and other entry requirement evidence must be certified through a Justice of the Peace or other authorising officer

• Please ensure to attach all evidence when applying for this course to demonstrate the minimum entry requirements and for ease of the enrolment process.

• A high commitment and application to this specialised area

• An interest in helping others in this area

• Compliance and risk management skills

• Strong attention to detail and an analytical mindset

• Sound problem solving and decision-making skills

• Effective communication and interpersonal skills

• Ability to simplify difficult concepts

• Critical thinking skills