Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL401A Mapping and Delivery Guide
Extract and analyse information on specified financial strategies and products
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL401A - Extract and analyse information on specified financial strategies and products |
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Description | This unit describes the performance outcomes, skills and knowledge required to research information on specified financial products and strategies for use in the financial planning process.It encompasses interpreting research requirements, researching financial products and strategies, summarising research information and contributing to financial plan recommendations.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so the varying State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | The unit has application to job roles within the financial planning industry including para-planners, technical staff, support staff, trainee financial planners and financial planners. | ||
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: Interpret research requirements |
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Element: Research financial products and strategies to set guidelines |
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Element: Summarise research information and contribute to recommendations |
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