Back to Find Units Page

Unit of Study FINC3003 - Estate Planning (2025)

Show me unit information for year

Unit Snapshot


Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

On completion of this unit, students should be able to:

identify and evaluate client information, risk tolerance, and needs and objectives

apply an understanding of the estate planning process, key estate planning areas, and regulatory and legal framework

construct and present an estate plan

construct and present a comprehensive Statement of Advice (SOA).

Prescribed learning resources

Prescribed Texts
  • Prescribed text information is not currently available.
Prescribed Resources/Equipment
  • Prescribed resources/equipment information is not currently available.

Prescribed Learning Resources may change in future Teaching Periods.