Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSCUS506A Mapping and Delivery Guide
Record and implement client instructions
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSCUS506A - Record and implement client instructions |
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Description | This unit describes the performance outcomes, skills and knowledge required to establish direct, shareholder, member, organisation, stockbroker, trustee, agent and intermediary client instructions regarding financial investments, and to accurately record and implement them and provide appropriate after sales service.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to a range of job roles in the financial services industry. | ||
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: Execute instructions to satisfy client requirements |
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Element: Review and monitor implementation of client instructions |
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Element: Provide additional/after sales service |
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