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 FNSCUS501A, '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

1. Develop professional business relationships

1.1. All dealings with the client, professionals, and other third parties are conducted professionally in accordance with the organisation's policies and procedures and legislative, regulatory and professional codes of practice

1.2. The organisation's social, business and ethical standards are used to develop and maintain positive relationships

1.3. Dealings with colleagues, clients and other parties is carried out through competent performance and with respect to confidentiality

1.4. Interpersonal styles and methods are adjusted to the needs and situation of other parties

2. Build and maintain business networks and relationships

2.1. Business and professional networks and other relationships are developed and maintained to benefit the organisation

2.2. Business and professional networks are used to identify and cultivate relationships in order to promote and market the organisation

2.3. Other professionals and third parties are cooperated with to expand and enhance the reputation of the organisation and to identify new and improved business practises

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

3.1. Referral business is followed up through appropriate communication channels to find and secure new business relationships

3.2. Referral needs are identified quickly and information provided about the organisation's relevant products and services

3.3. An interview with referral business is secured where needs can be met, or other sources of information are identified that may assist the client.


Qualifications and Skillsets

FNSCUS501A 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