Assessor Resource
FNSFPL502A
Conduct financial planning analysis and research
Assessment tool
Version 1.0
Issue Date: May 2024
The unit has application to job roles such as para-planners, technical staff and financial planners.
This unit describes the performance outcomes, skills and knowledge required to undertake financial planning analysis and research. It encompasses evaluating a client's current situation and identifying issues, research requirements and parameters for extracting and analysing information, and summarising research information.
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)