Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL508 Mapping and Delivery Guide
Conduct complex financial planning research
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFPL508 - Conduct complex financial planning research |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to undertake research of a complex nature for use in the financial planning process. Research would involve plans for those with above average sums of money, with complex legal, regulatory or estate issues, or an above average range of products or plans for major clients.It applies to experienced individuals who use specialised knowledge and techniques to source, evaluate and synthesise complex information to solve problems and support the planning process.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. | ||
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 planning field of work and include access to: office equipment, technology, software and consumables. 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: Evaluate client’s current situation and identify 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 and present results of research |
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Element: Evaluate client’s current situation and identify issues |
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