Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSPRT502A Mapping and Delivery Guide
Advise clients in estate planning
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSPRT502A - Advise clients in estate planning |
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Description | This unit describes the performance outcomes, skills and knowledge required to interpret client requirements from a needs analysis and match their needs to relevant products and services by providing advice on estate planning such as trusts, wills, attorneyships, and other legal processes, reconciling any concerns and gaining confirmation.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to job roles in the personal trustee sector. | ||
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: Develop strategies based on client requirements |
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Element: Present strategies and information to clients |
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Element: Reconcile client concerns and gain confirmation |
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Element: Prepare and document estate plan |
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Element: Prepare ongoing service where requested by client |
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