Unit

School Of Business

Planning for RetirementWestern Sydney University Unit Code: 200871.1

Discipline: BANKING, FINANCE AND RELATED FIELDS NEC

Student Contribution Band: 4

Level: 7

Credit Points: 10

Prerequisite
200867 Superannuation

Unit Enrolment Restrictions
Students must be enrolled in course 2794 Graduate Diploma in Financial Planning, 2793 Master of Financial Planning, 2808 Graduate Diploma in Stockbroking and Financial Advising or 2807 Master of Stockbroking and Financial Advising.

About this Unit
This unit provides an understanding of key issues, decisions and frameworks involved in financial planning for later life and succession. It enables the student to provide advice on business succession planning strategies, to evaluate the most appropriate estate planning for different types of clients at different stages of their life, to analyse wills, trusts and social security provisions, to apply relevant analytical and decision making tools to succession, trust administration, tax strategy and similar post-retirement decisions.

Courses
2793.3Master of Financial PlanningCONTINUING
2793.4Master of Financial PlanningCONTINUING
2793.5Master of Financial PlanningCURRENT
2794.3Graduate Diploma in Financial Planning (exit only)CONTINUING
2794.6Graduate Diploma in Financial PlanningCURRENT
2807.2Master of Stockbroking and Financial AdvisingCONTINUING
2808.2Graduate Diploma in Stockbroking and Financial AdvisingCONTINUING



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