Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL508A Mapping and Delivery Guide
Conduct complex financial planning research
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL508A - Conduct complex financial planning research |
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Description | This unit describes the performance outcomes, skills and knowledge required to undertake research of a complex nature for use in the financial planning process. Research would involve plans are those covering above average sums of money, with complex legal, regulatory or estate issues, covering an above average range of products or plans for major clients.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 job roles such as senior financial planners, senior para-planners and senior 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: Evaluate the client's current situation and identify the issues |
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Element: Identify research requirements and parameters |
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Element: Extract and analyse information according to research requirements and parameters |
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Element: Summarise and present results of research |
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