Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL605A Mapping and Delivery Guide
Present and negotiate complex and innovative financial plans
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL605A - Present and negotiate complex and innovative financial plans |
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Description | This unit describes the performance outcomes, skills and knowledge required to present and negotiate a complex or innovative preliminary, amended or final financial plan to a client. It encompasses creating rapport with clients, presenting financial plans to the clients, negotiating effectively, and completing and maintaining necessary documentation.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 applies to 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: Create rapport with the client |
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Element: Present financial plan to the client |
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Element: Negotiate effectively |
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Element: Complete and maintain necessary documentation |
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