Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFMK510 Mapping and Delivery Guide
Prepare trading strategies for clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFMK510 - Prepare trading strategies for clients |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to assess client needs and prepare appropriate trading strategies.It applies to individuals who manage relationships and use specialised knowledge and analytical skills to make judgements and prepare customised solutions.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 financial markets field of work and include access to: office equipment, technology, software and consumables integrated financial software system 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: Analyse client position, risks and needs |
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Element: Develop trading strategy and manage risk in transactions |
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Element: Execute trading strategies for client |
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