Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSAM604 Mapping and Delivery Guide
Establish agreements with intermediaries for product distribution
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSAM604 - Establish agreements with intermediaries for product distribution |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to establish agreements with intermediaries for distributing financial products.It applies to individuals who use specialised knowledge, systematic approaches and discretion, within their level of authority and organisational guidelines, to negotiate arrangements.No licensing, legislative or certification requirements apply to this unit at the time of publication. | ||
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 sales and marketing field of work and include access to: financial services product information a relevant software system and data organisational policy and procedures common office equipment, technology, software and consumables. 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: Identify potential intermediaries |
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Element: Determine acceptability |
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Element: Determine terms and conditions of trade |
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Element: Convey decision and terms of trade |
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Element: Negotiate variations where appropriate and document and confirm arrangements |
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