Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIAD502 Mapping and Delivery Guide
Provide appropriate and timely information and advice to clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIAD502 - Provide appropriate and timely information and advice to clients |
---|---|---|---|
Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to provide financial information and advice to clients with regard to a variety of financial investment options.It applies to individuals working within enterprises and job roles who are undertaking the provision of ongoing financial advice to clients.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 industry advice field of work and include access to: organisational records organisational policy, procedures, legislation and regulations as they relate to provision of advice common office equipment, technology, software and consumables. Assessors must satisfy NVR/AQTF assessor requirements. |
||
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: Analyse client expectations, requirements and investment strategies |
| |||||||
Element: Develop response consistent with client investment strategies and agreed terms of business |
| |||||||
Element: Provide ongoing financial advice and review of portfolio where requested and within agreed terms of business |
| |||||||
Element: Market services and investment opportunities to clients |
|