Assessor Resource
FNSFLT504A
Facilitate customer understanding of personal financial statements
Assessment tool
Version 1.0
Issue Date: May 2024
This unit may be applied within the context of a financial counselling role or in educational programs facilitated by financial counsellors or financial institutions within the context of improving consumer financial literacy.
This unit describes the performance outcomes, skills and knowledge required to educate customers in understanding and interpreting information contained in personal financial Statements including bank and credit card statements, utility bills and Statements from superannuation funds.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)