Provide business advisory services within a financial services context

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSBNK503, 'Provide business advisory services within a financial services context'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Provide business advisory services within a financial services context' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Contribute to identification of business opportunities

1.1 Foster business relationships with community members and business developers over time

1.2 Identify attributes, and service needs and wants of business clients as basis for tailoring communications and services

1.3 Provide support and advice to potential business operator or client in evaluating potential business opportunities and in identifying market potential of business opportunity

1.4 Provide support and advice to potential business operator or client in identifying financial, infrastructure and human resources required to realise business opportunity

2. Provide advice about development of business plans and financing proposals

2.1 Explain requirements and structure of business plan to client

2.2 Provide advice regarding development of comprehensive business plan and its implementation

2.3 Provide advice regarding development of proposal for financing of business initiative which meets guidelines and requirements of organisation

2.4 Provide advice about benefits of accessing other relevant business professionals to ensure business venture has appropriate structure and is compliant with relevant legislation

3. Provide high level and tailored business banking solutions and service

3.1 Analyse potential or current usage patterns of business and identify effective service and product options

3.2 Ascertain and evaluate business banking needs to identify products to manage business cash flow, and negotiate rates

3.3 Identify, model and sell products to support range of business needs including financial transactions, borrowing and leasing needs

3.4 Identify and implement banking services that assist with efficient management and statutory reporting of business

3.5 Coordinate service delivery to business client by other departments or units across organisation


Qualifications and Skillsets

FNSBNK503 appears in the following qualifications:

  • FNS50910 - Diploma of Banking Services Management
  • FNS51811 - Diploma of Financial Services
  • FNS50915 - Diploma of Banking Services Management
  • FNS51815 - Diploma of Financial Services