International Centre for Financial Services The University of Adelaide Australia
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International Centre for Financial Services
THE UNIVERSITY OF ADELAIDE
SA 5005
AUSTRALIA
Email

Telephone:
+61 8 8303 8398
Facsimile:
+61 8 8303 4843

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Certificate in Rural Estate Planning


Overview

 

This course has been designed to provide financial planners with an advanced understanding of Estate Planning with a focus on the special needs of Rural Estate Planning. Delivered in an intensive executive style two day program.

The learning environment at the International Centre for Financial Services is interactive and practical with a strong focus on engaging a wide ranging method of teaching that is conducive to adult learning. This course is delivered in executive style intensive mode by qualified experienced industry practitioners. The sessions involve lectures, group work, interaction and examination of case studies. Active interaction and participation is expected. Groups are restricted in size to encourage and foster this approach.

Download a copy of the brochure

 
Topics Covered
An Introduction to estate planning Business structures vs Estate Planning
What assets do we own 'estate & non estate assets' Inheritance protection
Estate Planning objectives Asset protection for the family farm
Strategies to achieve objectives Control of the farm after retirement
Specific strategies for estate planning Age pension planning
Financial Planners role in rural estate planning Case studies

Course dates

 

There are currently no courses scheduled.

All enquiries to Tania Turner, Assistant Director - Programs.


 

Accreditation

The Certificate in Rural Estate Planning has been Accredited by the Financial Planning Association of Australia.

Accreditation number 003755 for 16 points credit of continuing professional development.

 


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Enquiries

Enquiries should be directed to:

icfs@adelaide.edu.au 

or contact:

Tania Turner, Assistant Director - Programs
International Centre for Financial Services
Phone: (+61 8) 8303 8398
Room 12 09, Level 12/10 Pulteney Street Adelaide


 

Course fees

 

The course fee is $995 and includes:

16 hours of instruction
3 hour open book exam (multiple choice and short essay answers)