Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIAD301A Mapping and Delivery Guide
Provide general advice on financial products and services
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIAD301A - Provide general advice on financial products and services |
---|---|---|---|
Description | This unit describes the performance outcomes, skills and knowledge required to identify legislative and organisational boundaries on the provision of general advice on financial products and services and take appropriate approaches to providing such advice.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to a range of financial services job roles. It is specifically designed to assist organisations and individuals who undertake the provision of financial services and products advice which is NOT specified in accordance with Australian Securities and Investments Commissions (ASIC) regulations and does not require Tier 1 or 2 status. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
||
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 | |
---|---|---|---|---|---|---|---|---|
Elements of Competency | Performance Criteria | |||||||
Element: Establish relationship with client |
| |||||||
Element: Identify client needs |
| |||||||
Element: Identify general advice boundaries of product/service |
| |||||||
Element: Provide general advice to client |
|