Develop and nurture relationships with clients, other professionals and third party referrers

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 FNSCUS501, 'Develop and nurture relationships with clients, other professionals and third party referrers'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Develop and nurture relationships with clients, other professionals and third party referrers' 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. Develop professional business relationships

1.1 Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice

1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards

1.3 Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality

1.4 Adjust interpersonal styles and methods to needs and situation of other parties

2. Build and maintain business networks and relationships

2.1 Develop and maintain business and professional networks and other relationships to benefit organisation

2.2 Identify and cultivate relationships using business and professional networks to promote and market organisation

2.3 Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices

3. Nurture relationships and build on referral business for the long term

3.1 Follow up referral business using appropriate communication channels to find and secure new business relationships

3.2 Identify referral needs quickly and provide information about organisation’s relevant products and services

3.3 Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.


Qualifications and Skillsets

FNSCUS501 appears in the following qualifications:

  • FNS60310 - Advanced Diploma of Conveyancing
  • FNS40810 - Certificate IV in Finance and Mortgage Broking
  • FNS50710 - Diploma of Superannuation
  • FNS50310 - Diploma of Finance and Mortgage Broking Management
  • FNS51110 - Diploma of General Insurance
  • FNS50910 - Diploma of Banking Services Management
  • FNS50610 - Diploma of Financial Planning
  • FNS40811 - Certificate IV in Finance and Mortgage Broking
  • FNS60311 - Advanced Diploma of Conveyancing
  • FNS50711 - Diploma of Superannuation
  • FNS50611 - Diploma of Financial Planning
  • FNS50311 - Diploma of Finance and Mortgage Broking Management
  • BSB61115 - Advanced Diploma of Conveyancing
  • FNS50915 - Diploma of Banking Services Management
  • FNS50315 - Diploma of Finance and Mortgage Broking Management
  • FNS51115 - Diploma of General Insurance
  • FNS40815 - Certificate IV in Finance and Mortgage Broking
  • FNS50615 - Diploma of Financial Planning
  • FNS50715 - Diploma of Superannuation