Assessor Resource
FNSORG507A
Manage client service and business information
Assessment tool
Version 1.0
Issue Date: May 2024
This unit may be applied in job roles providing professional services in any sector of the financial services industry. It is particularly relevant to senior managers/principals within financial or insurance distribution contexts.
This unit describes the performance outcomes, skills and knowledge required to implement sound business management practices which support the provision of professional services to clients and related product and service distribution activities.
This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)