Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL402A Mapping and Delivery Guide
Prepare financial plans to set strategies and guidelines
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL402A - Prepare financial plans to set strategies and guidelines |
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Description | This unit describes the performance outcomes, skills and knowledge required to determine and prepare a financial plan according to organisational guidelines, where client's preferred strategies and key parameters have already been established by a qualified financial planner.It encompasses confirming a financial plan objectives and scope, testing strategic assumptions, reviewing and settling a draft strategy and options according to organisational guidelines, and developing preliminary financial plans.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 functions such as para-planners, trainee financial planners, financial planners and technical staff. | ||
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: Confirm plan objectives and scope |
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Element: Test strategic assumptions |
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Element: Develop financial plan to set strategy |
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Element: Review and settle draft strategy and options |
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Element: Develop preliminary financial plan |
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