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Learn Module Detail
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This unit standard is one of 4 that make up the Core Knowledge module. In this unit you will gain an understanding of:
- Best practice and professionalism in respect of client care, ethical behaviour, and process
- Common estate planning and taxation concepts
- The financial advice Six Step Process and its applicability in achieving appropriate solutions for clients
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Objectives
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- Demonstrate understanding of common estate planning tools and taxation measures.
- Demonstrate knowledge of and, where appropriate, comply with best practice and professionalism in respect of client care, ethical behaviour, and advice process.
- Demonstrate understanding of the financial advice Six Step Process and its applicability in achieving appropriate solutions for clients.
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