Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL505A Mapping and Delivery Guide
Review financial plans and provide ongoing service
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL505A - Review financial plans and provide ongoing service |
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Description | This unit describes the performance outcomes, skills and knowledge required to monitor the implementation and progress of financial plans and establish ongoing client service arrangements.It encompasses discussing and confirming arrangements and procedures for ongoing service with clients, establishing procedures for providing ongoing service and undertaking or supervising review of a financial plan.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 | The unit applies to job roles such as financial planning support staff 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: Discuss and confirm arrangements for ongoing service |
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Element: Establish procedures for providing ongoing service |
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Element: Undertake and/or supervise review of financial plan |
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