Assessment Requirements for AHCAGB602 Manage estate planning

Release: 1

Assessment Requirements for AHCAGB602 Manage estate planning

Modification History

Release	TP Version	Comment
1	AHCv1.0	Initial release

Performance Evidence

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

identify estate planning requirements

clarify estate planning arrangements

implement estate planning

separate personal goals from enterprise goals

clarify and mediate apparent inequities in estate distribution with relevant parties where necessary

define agreements and contracts

consider investment, financial and retirement options.

Knowledge Evidence

The candidate must demonstrate knowledge of:

effective interpersonal communication techniques

conflict resolution, negotiation and mediation techniques

solve problems relating to estate management

goal setting strategies

working knowledge of estate structures, retirement options, wills and estate planning procedures.

Assessment Conditions

Competency is to be assessed in the workplace or simulated environment that accurately reflects performance in a real workplace setting.

Assessors must satisfy current standards for RTOs.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=c6399549-9c62-4a5e-bf1a-524b2322cf72