Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL603A Mapping and Delivery Guide
Provide comprehensive monitoring and ongoing service
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL603A - Provide comprehensive monitoring and ongoing service |
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Description | This unit describes the performance outcomes, 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 with clients arrangements for ongoing service, establishing procedures for that service, undertaking and or supervising financial plans and establishing long-term professional relationships with 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: 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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