Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFMB402A Mapping and Delivery Guide
Provide finance and mortgage broking services
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFMB402A - Provide finance and mortgage broking services |
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Description | This unit describes the performance outcomes, skills and knowledge required to determine a client's finance broking requirements and explain capabilities, legal and compliance related issues so the client is aware of their rights.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to job roles in the finance and mortgage broking industries. | ||
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: Educate client and build rapport |
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Element: Determine client's existing financial situation |
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Element: Determine client goals and priorities with respect to finance broking |
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Element: Prepare necessary documentation follow-up |
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