Assessor Resource
FNSIAD501A
Provide appropriate services, advice and products to clients
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to job roles advising on ASIC Tier I products such as term deposits and personal, sickness and accident insurance products.
This unit describes the performance outcomes, skills and knowledge required to create rapport with the client, identify and analyse their needs, objectives and financial situation, and identify and present appropriate solutions, including completing and maintaining necessary documentation and providing after sales service.
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)