Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSUP305 Mapping and Delivery Guide
Implement member investment instructions
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSUP305 - Implement member investment instructions |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to implement and confirm investment instructions from fund members. The unit encompasses determining and documenting member investment instructions, implementing member instructions and confirming investment arrangements with the member and the fund.It applies to individuals who, within their level of authority, apply specialised organisational knowledge and follow defined procedures to process and update information.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. Gather evidence to demonstrate consistent performance in Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the superannuation field of work and include access to: common office equipment, technology, software and consumables financial services product information workplace policy and procedures. 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: Determine and document member investment instructions |
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Element: Implement member instructions |
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Element: Confirm investment arrangements with member |
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