Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL504A Mapping and Delivery Guide
Implement financial plan
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL504A - Implement financial plan |
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Description | This unit describes the performance outcomes, skills and knowledge required to prepare and provide financial planning advice, which may include products, services and strategies. It encompasses establishing actions, timings and priorities needed to implement a financial plan, and procedures for implementation monitoring or supervising implementation of financial plan actions.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit has application to 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: Establish actions, timings and priorities needed to implement financial plan |
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Element: Establish procedures for implementation of financial plan |
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Element: Undertake and/or supervise implementation of financial plan actions |
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