Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL606A Mapping and Delivery Guide
Implement complex and innovative financial plans
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSFPL606A - Implement complex and innovative financial plans |
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Description | This unit describes the performance outcomes, skills and knowledge required to implement a complex or innovative financial plan, and successfully present complex financial plans to clients. Complex plans include those which for commercial relationship reasons require development to a higher than normal standard.It encompasses establishing actions, timings and priorities needed to implement complex and or innovative financial plans, negotiating with clients, establishing procedures and undertaking or supervising implementation of financial plan actions.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 | This unit applies to senior financial planners, senior para-planners and senior technical staff. | ||
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: Establish actions, timings and priorities needed to implement complex and/or innovative financial plan |
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Element: Establish procedures for implementation of financial plan |
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Element: Undertake and/or supervise implementation of financial plan actions |
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