Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSCUS506 Mapping and Delivery Guide
Record and implement client instructions
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSCUS506 - Record and implement client instructions |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to accurately record and implement instructions regarding financial investments from a range of clients including direct, shareholder, member, organisation, stockbroker, trustee, agent and intermediary, and provide appropriate after sales service.It applies to individuals who may provide leadership and responsibility for their own and others’ work outcomes. No licensing, legislative or certification requirements apply to this unit at the time of publication. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the customer service field of work and include access to: common office equipment, technology, software and consumables financial services product information client information system and data. Assessors must satisfy NVR/AQTF assessor requirements. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Execute instructions to satisfy client requirements |
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Element: Review and monitor implementation of client instructions |
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Element: Provide additional/after sales service |
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