Assessor Resource
FNSSAM603A
Tailor financial products to meet customer needs
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies in a range of industry sectors in which financial products are provided to individuals and organisations to meet their financial needs.
This unit describes the performance outcomes, skills and knowledge required to match financial products on offer to customer requirements based on an in-depth knowledge of the products and a comprehensive knowledge of customers' characteristics and their financial requirements.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)