Assessor Resource
FNSASIC301B
Establish client relationship and analyse needs
Assessment tool
Version 1.0
Issue Date: May 2024
This unit requires the application of skills and knowledge required to provide advice in financial services products at Tier 2 level in accordance with ASIC regulations.
This unit requires the application of interpersonal skills, needs analysis, and customer service skills to the provision of advice to clients.
This unit requires the application of skills and knowledge required to provide advice in financial services products at Tier 2 level in accordance with ASIC regulations.
This unit requires the application of interpersonal skills, needs analysis, and customer service skills to the provision of advice to clients.
This unit has been specifically designed to, when combined with FNSASIC302B, satisfy the skills requirements of current Australian Securities and Investment Commission (ASIC) regulation (Financial Services Reform Act) at Tier 2 level. The unit will be changed in accordance with relevant changes to the legislation.
It specifically relates to those staff advising on financial services products as identified by ASIC as being at Tier 2 level.
This unit has been specifically designed to, when combined with FNSASIC302B, satisfy the skills requirements of current Australian Securities and Investment Commission (ASIC) regulation (Financial Services Reform Act) at Tier 2 level. The unit will be changed in accordance with relevant changes to the legislation.
It specifically relates to those staff advising on financial services products as identified by ASIC as being at Tier 2 level.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)