Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSUP504A Mapping and Delivery Guide
Provide advanced customer service to superannuation clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSUP504A - Provide advanced customer service to superannuation clients |
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Description | This unit describes the performance outcomes, skills and knowledge required to liaise with clients and respond to specific enquiries about membership, superannuation procedure options and products offered by the organisation. It encompasses establishing a relationship with a client, informing the client of the superannuation process, explaining products and options offered by the organisation, assisting with complex enquiries, identifying areas of advice outside authority area and providing and recording necessary documentation.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to job roles that respond to specific enquiries about membership, superannuation procedure options and products. | ||
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: Establish relationship with client |
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Element: Inform client of the superannuation process |
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Element: Explain superannuation products and options offered by the organisation or a specific fund |
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Element: Assist with complex enquiries |
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Element: Identify areas of advice outside of authority area |
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Element: Provide and/or record necessary documentation where required |
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