FPC005 Estate & Succession Planning Course

Subject overview

STUDY MODE

100% online

AQF LEVEL

8

NEXT INTAKE

4 May 2026

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,850.00

This subject develops students’ understanding of estate planning as an integral component of ethical holistic personal financial advice.

It examines the role of the clients’ professional advisers and legal representatives in the establishment, management and administration of the clients’ estate and non-estate assets and business and legal structures. The impacts of death, incapacity, dependency, relationship breakdown, insolvency and taxation on clients’ estate planning objectives will be explored.

Students will develop strategies and solutions to address clients’ personal and business estate planning risks and meet their estate planning objectives.

For more information, please refer to this subject outline.

Subject information

Learning outcomes

On successful completion of this subject, individuals should be able to:

Discuss the financial adviser’s role when providing ethical and effective estate planning advice
Demonstrate knowledge of the requirements and consequences associated with estate planning objectives
Evaluate the impact of significant events on personal, financial and business estate planning objectives
Formulate strategies to manage the risks associated with a clients’ personal and business succession planning

Topics covered

Advising clients on estate and succession planning
Estate creation and management
Planning for incapacity and dependency
Structuring assets for estate planning and philanthropy
Estate planning for superannuation
Family law and insolvency strategies
Business succession strategies and planning
Implementing a succession plan
Ethical considerations of estate planning
Implementing an estate plan

Continuing Professional Development (CPD)

Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.

Duration

The duration of this subject is one study period (12 weeks).

Reading list

There is no prescribed text for this subject.

Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.

Assessments

Assessment type	Assessed	Weighting
Quiz	Week 4	20%
Case Study	Week 8	30%
Assignment	Week 12	50%

Click here for assessment timetables.

Previous study requirements

Assumed knowledge

Kaplan Professional assumes that individuals have completed FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice, or understand the content covered in those subjects, prior to undertaking FPC005 Estate and Succession Planning.