Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFLT504A Mapping and Delivery Guide
Facilitate customer understanding of personal financial statements
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFLT504A - Facilitate customer understanding of personal financial statements |
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Description | This unit describes the performance outcomes, skills and knowledge required to educate customers in understanding and interpreting information contained in personal financial Statements including bank and credit card statements, utility bills and Statements from superannuation funds.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit may be applied within the context of a financial counselling role or in educational programs facilitated by financial counsellors or financial institutions within the context of improving consumer financial literacy. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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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: Discuss customer's responsibilities in relation to personal financial statements |
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Element: Explain specific information contained in a range of financial statements |
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Element: Identify and explain ways of managing personal financial statements |
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