Assessor Resource
FNSFPL507A
Provide financial planning advice
Assessment tool
Version 1.0
Issue Date: May 2024
This unit has application to financial planners.
This unit describes the performance outcomes, skills and knowledge required to provide financial advice to clients when presenting preliminary, amended or final financial plans depending on the level of client contact appropriate for the representative.
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)