Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFLT505 Mapping and Delivery Guide
Facilitate customer or employee knowledge of superannuation as an investment tool
Version 1.0
Issue Date: April 2024
Qualification | - |
Unit of Competency | FNSFLT505 - Facilitate customer or employee knowledge of superannuation as an investment tool |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to educate customers, or other people in or entering the workforce, about the role of superannuation as a long-term investment device to assist with their preparation for retirement. This includes the purpose of superannuation, statutory requirements for employer contributions, the role of a range of investment vehicles in the building of a superannuation portfolio and the monitoring of a superannuation scheme’s performance over time.It applies to individuals who use specialised knowledge and interpersonal skills to mentor and educate others in financial literacy matters.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 financial literacy field and include access to: office equipment, technology, software and consumables financial services superannuation product information. 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: Explore the contemporary superannuation environment in Australia |
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Element: Analyse range of investment vehicles used in superannuation funds |
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Element: Foster active management of superannuation funds |
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Element: Foster understanding of structures and strategies to deploy superannuation savings |
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