Asset Planning

Asset planning, or asset protection, is a vital component of tax advice, wealth management and financial planning. Without it, business owners are at risk of exposing their personal assets, such as the family home, savings and investments.

In this course, you will learn how assets can be protected using different business structures and arrangements and explore the risks and opportunities of other key asset planning strategies.

You will also identify the steps a business should take to safeguard assets and keep asset planning relevant throughout the life of a business.

Key topics

• Protecting assets
• Risks and opportunities of asset planning
• Ongoing strategies to safeguard assets

This course consists of one interactive online course, one downloadable PDF learning manual and one online assessment.