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Administration of deceased estates online course

The purpose of this course is to provide an overview of the deceased estate administration process. The course also considers the parties relevant to the administration process, key aspects of the legislative landscape in which the process take place, and the role that the financial adviser can play when a deceased estate is administered.

The course is aimed at providing a fundational knowledge of the deceased estate administration process to financial planning students as well as professional advisors.

Once you have successfully completed this course, you will be able to:
  1. Identify the key legislation relevant to the deceased estate administration process
  2. Identify the role-players in the administration of deceased estates and describe their respective functions
  3. Explain the deceased estate administration process
  4. Discuss the role of the financial planner in the estate administration process

Online course details

Online course registration

 

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