Estate Planning

Issued by Griffith University

Earners have demonstrated successful achievement of learning outcomes in the following areas: The Role of the Financial Planning Professional; Estate Planning: Managing the Estate; and Estate Planning: Asset Ownership and Philanthropy. This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Estate Planning.

Skills

Client Relations And Stakeholder Management
Cognitive
Critical Thinking
Estate Planning
Oral And Written Communication
Problem Solving Skills
Research Skills
Succession Planning
Technical And Creative Skills
Trusts And Asset Protection

Earning Criteria

Demonstrated understanding of Estate Planning including: knowledge of the Estate Planning process; Wills; Intestacy; choosing an executor and administration of estates

Standards

FASEA standards

This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Estate Planning.