Assessor Resource
FNSFPL602A
Determine client requirements and expectations for clients with complex needs
Assessment tool
Version 1.0
Issue Date: April 2024
The unit has application to senior financial planners, senior para-planners and senior technical staff.
This unit describes the performance outcomes, skills and knowledge required to determine a client's financial planning requirements and expectations when their situation and or objectives are complex and require high level questioning skills and in-depth financial knowledge.
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)