Highlights
Learning outcomes (LO) mapping
LO1 Critically analyse and evaluate personal and small business risks.
LO2 Describe and?distinguish?between the features of the various types of personal and business insurance products, including related taxation issues.
LO3 Develop and implement personal and small business risk management strategies using a range of general and life insurance policies.
LO4 Apply ethical, legal and regulatory practices in a financial planning context.
LO5 Develop compliant personal insurance recommendations.
Independent research
For some or all questions in this assignment, you will be required to complete independent research beyond the provided materials. You will also be expected to analyse this research and use it to support your own reasoned conclusions.
This includes:
• considering multiple sources beyond topic notes or other provided resources
• ensuring sources are academically sound and credible
• analysing and understanding the argument or information the source presents
• using the material appropriately to directly support your conclusions.
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