Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIAD501A Mapping and Delivery Guide
Provide appropriate services, advice and products to clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIAD501A - Provide appropriate services, advice and products to clients |
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Description | This unit describes the performance outcomes, skills and knowledge required to create rapport with the client, identify and analyse their needs, objectives and financial situation, and identify and present appropriate solutions, including completing and maintaining necessary documentation and providing after sales service.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 job roles advising on ASIC Tier I products such as term deposits and personal, sickness and accident insurance products. | ||
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 client |
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Element: Identify client's needs, objectives and financial situation |
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Element: Analyse client's needs, objectives and financial situation to identify appropriate solutions |
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Element: Present appropriate solutions to client |
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Element: Negotiate effectively |
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Element: Complete and maintain necessary documentation |
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Element: Provide after sales service |
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