Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Interpret available information and conduct research
  2. Analyse and review research findings and activities
  3. Document research and distribute to relevant parties

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

identify sources and parties that provide relevant information for research on financial products

describe the current economic climate and forecasted outlook for relevant financial products

explain financial forecasting techniques and tools to be used to assess the market for financial products

identify and outline local and international financial markets and investment outlook for financial products

describe organisational policy, procedures and requirements relevant to products and research

identify and describe key features of industry legislation and codes of practice relevant to product research, and protocols to be followed

describe techniques and tools for evaluation and interpretation of research data.