Course curriculum

  • 1

    Welcome to the course!

    • How to navigate this course

    • Before we begin...

  • 2

    Tax Fundamentals

    • 242574 - Present proposal to optimise the tax aspects of the wealth management of an entity

    • Assignment 242574 - Present proposal to optimise the tax aspects of the wealth management of an entity

    • 242603 - Apply knowledge of estate planning to propose a financial solution for a specific client

    • Assignment 242603 - Apply knowledge of estate planning to propose a financial solution for a specific client

  • 3

    Next steps

    • Congrats! Here's what's next...

    • More resources for you

    • Before you go...

    • Please give a reflection on the below items in relation to your training sessions.