Elements and Performance Criteria
- Compile financial information and data
- Analyse and make prices
- Financial products are analysed utilising standard financial market investment concepts, against evaluated financial market data
- Evaluated financial product data is reviewed against the current market position of the financial product
- Financial market product price is reviewed against clientrequirements and credit rating and a financial transaction price formulated using standard organisational practises
- Client is advised of the financial transaction price in accordance with organisational guidelines
- Record financial transaction