Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL502A Mapping and Delivery Guide
Conduct financial planning analysis and research
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSFPL502A - Conduct financial planning analysis and research |
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Description | This unit describes the performance outcomes, skills and knowledge required to undertake financial planning analysis and research. It encompasses evaluating a client's current situation and identifying issues, research requirements and parameters for extracting and analysing information, and summarising research information.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | The unit has application to job roles such as para-planners, technical staff and financial planners. | ||
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: Evaluate the client's current situation and identify the issues |
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Element: Identify research requirements and parameters |
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Element: Extract and analyse information according to research requirements and parameters |
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Element: Summarise research information |
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