Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFLT504 Mapping and Delivery Guide
Facilitate customer knowledge of personal financial statements
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFLT504 - Facilitate customer knowledge of personal financial statements |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to educate customers in understanding and interpreting information contained in personal financial statements, including bank and credit card statements, utility bills and statements from superannuation funds.It applies to individuals who use specialised knowledge and interpersonal skills to counsel and educate others in financial literacy matters.No licensing, legislative or certification requirements apply to this unit at the time of publication. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the financial literacy field and include access to: office equipment, technology, software and consumables financial services product information. Assessors must satisfy NVR/AQTF assessor requirements. |
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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: Discuss customer responsibilities in relation to personal financial statements |
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Element: Explain specific information contained in a range of financial statements |
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Element: Explain ways of managing personal financial statements |
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