The learner will be able to:

Conduct comprehensive estate and tax, retirement and personal financial planning on behalf of a client.

Specific Assessment Criteria:

Determine whether the learner:

Collect and collate all required information required from a client.
Draft an estate plan.
Draft a trust deed.
Provide tax advice.

Integrated Assessment:

To ensure that all relevant material is effectively integrated, summative assessment integrating the cross-field and specific outcomes needs to be incorporated. Assessors must develop assessment instruments that adhere to the assessment criteria and adequately cover the exit-level outcomes in relation to the purpose of the qualification.

Assessment strategy:

Continuous assessment by means of written assignments, projects, tests, case studies, seminars, tutorial exercises will be used to monitor learners’ progress and for remedial purposes.