Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSORG507 Mapping and Delivery Guide
Manage client service and business information
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSORG507 - Manage client service and business information |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to implement sound business management practices which support the provision of professional services to clients, and related product and service distribution activities.It applies to experienced individuals who use a range of specialist and managerial techniques to manage their work and provide support and direction to others. It is particularly relevant to senior managers or principals within financial or insurance distribution contexts.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 organisational skills field of work and include access to: common office equipment, technology, software and consumables financial services product information an integrated financial software system and data organisational policy and procedures documentation. Assessors must satisfy NVR/AQTF assessor requirements. |
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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: Demonstrate business management skills |
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Element: Maintain comprehensive records of client affairs |
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Element: Maintain relevant reference material |
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Element: Develop and maintain competency requirements of staff |
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