Assessor Resource
FNSSUP413
Apply knowledge of retirement planning issues when dealing with clients
Assessment tool
Version 1.0
Issue Date: June 2024
This unit describes the skills and knowledge required to provide general advice to clients relating to a range of retirement planning issues.
It applies to individuals who need to keep up-to-date with current issues and requirements relating to retirement including general financial issues and risk, knowledge of income streams and annuities, the social security system, aged care facilities and estate planning While this unit entails providing information to clients it does not cover the provision of personal advice and is intended as a general overview of post-retirement planning issues.
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.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)