Artesis Plantijn Hogeschool Antwerpen
Business en Recht
Asset Planning_AF36455/3095/2324/1/28
Study guide

Asset Planning_AF

36455/3095/2324/1/28
Academic year 2023-24
Is found in:
  • Bachelor of Business Management, programme stage 3
    Specialisation:
    • Accountancy and Tax
This is a single course unit.
Study load: 5 credits
Teaching staff: Verkerk Caroline
Languages: Dutch
Scheduled for: Semester 1
This course unit is marked out of 20 (rounded to an integer).
Possible deadlines for learning account: 15.10.2023 ()
Re-sit exam: is possible.
Possibility of deliberation/tolerance: This course unit is eligible for deliberation/tolerance according to the criteria as determined by the degree programme you are enrolled in.
Total study time: 130,00 hours
Total cost price activities: € 30,00

Prerequisites

having finished at least 60 ects credits in programme part (year) 1.

Learning outcomes (list)

OLR AF 1.0 - The bachelor BM/AF has insights in fiscal, parafiscal, legal and accountancy rules and processes, in general corporate organisational processes as well as in their interconnection, and can consequently apply these insights in a broad, globalised and changing (inter)national context.
You advise on how to optimally fill in the 4 pension pillars.
You advise the optimization of the structure and shape of the assets.
You chart the relationship form and family structure both relationally, emotionally and legally.
You will analyze the client's goals and desires with wealth planning in mind.
You analyze the private assets, consisting of movable and immovable property, and business assets of the client taking into account his needs analysis.
You will identify the basic rules of inheritance law, registration tax and registration fees, inheritance tax, estate planning and matrimonial property law.
You elaborate an overall advice to meet the adverse or undesirable consequences of the application of legal inheritance law in a concrete situation.
You will prepare a personal cash flow analysis based on the client's needs including all income and expenses, taking into account the variables: yield, inflation and life expectancy.
You advise the client on tax, financial and legal optimization according to the analysis of the asset situation.
You advise how the client can better protect himself and his assets based on a summary risk analysis.
You will provide solutions to achieve the client's intended goals and wishes in the area of estate planning (planning through marital status, gifts, wills, life insurance, etc.).

Study material (list)

Guideline VermogensplanningMandatory€ 60,00
Teaching material via DigitapMandatory

Educational organisation (list)

Learning Activities
Collaborative learning4,00 hours
Lectures and / or tutorials36,00 hours
Work time outside of contact hours90,00 hours

Evaluation (list)

Evaluation(s) for first exam chance
MomentForm%Remark
1st examination periodKnowledge and comprehension test during the examination series80,00Open en/of gesloten vragen
Gesloten boek
Evaluation(s) for re-sit exam
MomentForm%Remark
2nd examination periodKnowledge and comprehension test during the examination series80,00Open en/of gesloten vragen
Gesloten boek
Evaluation(s) for both exam chances, not reproducible in re-sit exam
MomentForm%Remark
1st examination periodProject assignment20,00Paper
Open boek