Assessor Resource
FNSFPL603A
Provide comprehensive monitoring and ongoing service
Assessment tool
Version 1.0
Issue Date: May 2024
This unit has application to job roles such as senior financial planners, senior para-planners and senior technical staff.
This unit describes the performance outcomes, skills and knowledge required to comprehensively monitor the implementation and progress of financial plans and establish ongoing client service arrangements.
It encompasses discussing and confirming with clients arrangements for ongoing service, establishing procedures for that service, undertaking and or supervising financial plans and establishing long-term professional relationships with clients.
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).
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