Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFMB503 Mapping and Delivery Guide
Present broking options to client with complex needs
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFMB503 - Present broking options to client with complex needs |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to create rapport with clients with complex or special needs and present complex information to them, negotiating effectively and completing and maintaining required documentation, including a plan.It applies to individuals who use specialised knowledge and strong communication and interpersonal skills to convey and negotiate complex requirements.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
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 finance and mortgage broking field of work and include access to: office equipment, technology, software and consumables financial services product information specialist software 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: Develop rapport with clients |
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Element: Present broking options to clients |
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Element: Negotiate effectively |
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Element: Complete and maintain necessary documentation |
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