Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL603 Mapping and Delivery Guide
Provide comprehensive monitoring and ongoing service
Version 1.0
Issue Date: July 2024
Qualification | - |
Unit of Competency | FNSFPL603 - Provide comprehensive monitoring and ongoing service |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to comprehensively monitor the implementation and progress of financial plans and establish ongoing client service arrangements. It encompasses discussing and confirming arrangements for ongoing service with clients, establishing procedures for that service, undertaking and/or supervising financial plans and establishing long-term professional relationships with clients.It applies to experienced individuals who use strong organisational and communication skills and systematic approaches to manage relationships and monitor organisational services. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the financial planning field of work and include access to: office equipment, technology, software and consumables. Assessors must satisfy NVR/AQTF assessor requirements. |
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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 with client arrangements for ongoing service |
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Element: Establish procedures for providing ongoing service |
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Element: Undertake and/or supervise monitoring of financial plan |
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Element: Establish long-term professional relationship with client |
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