Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIAD301 Mapping and Delivery Guide
Provide general advice on financial products and services
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIAD301 - Provide general advice on financial products and services |
---|---|---|---|
Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to identify legislative and organisational boundaries on the provision of general advice on financial products and services, and take appropriate approaches to providing such advice.It applies to individuals who undertake the provision of financial services and products advice which is NOT specified in accordance with Australian Securities and Investments Commissions (ASIC) regulations and does not require Tier 1 or 2 status.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 industry advice field of work and include access to: common office equipment, technology, software and consumables financial services product information. Assessors must satisfy NVR/AQTF assessor requirements. |
||
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 | |
---|---|---|---|---|---|---|---|---|
Elements of Competency | Performance Criteria | |||||||
Element: Establish relationship with customers |
| |||||||
Element: Identify customer needs |
| |||||||
Element: Identify general advice boundaries of product and service |
| |||||||
Element: Provide general advice to customers |
|