Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL507A Mapping and Delivery Guide
Provide financial planning advice
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL507A - Provide financial planning advice |
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Description | This unit describes the performance outcomes, skills and knowledge required to provide financial advice to clients when presenting preliminary, amended or final financial plans depending on the level of client contact appropriate for the representative.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: Create rapport with the client |
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Element: Discuss financial plan with the client |
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Element: Negotiate effectively |
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Element: Complete and maintain necessary documentation |
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