Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFMB502A Mapping and Delivery Guide
Identify and develop complex broking options for client
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFMB502A - Identify and develop complex broking options for client |
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Description | This unit describes the performance outcomes, skills and knowledge required to establish complex or special financial needs for a client, and consider complex issues such as economic and legislative developments and requirements to develop complex broking strategies and solutions for a client.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 may be applied by finance brokers working with clients whose needs may include, but are not limited to:commercial loanschattel leasesNative Title rights and heritage issuescontaminated sites or properties near noxious 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: Identify complex broking needs of client |
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Element: Research and consider complex broking solutions based on client needs |
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Element: Select and gather appropriate options and information for client review |
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