Assessor Resource
FNSFPL403A
Implement financial plans to predetermined guidelines
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to administrative job roles involved in implementing and reviewing financial plans such as a financial planner.
This unit describes the performance outcomes, skills and knowledge required to implement financial plans where the implementation actions are routine or predetermined.
This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)