Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIAD502A Mapping and Delivery Guide
Provide appropriate and timely information and advice to clients
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSIAD502A - Provide appropriate and timely information and advice to clients |
---|---|---|---|
Description | This unit describes the performance outcomes, skills and knowledge required to provide financial information and advice to clients with regard to a variety of financial investment options.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 job roles that involve providing ongoing financial advice to clients and is likely to involve regulation and licensing. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
||
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: Analyse client's expectations, requirements and investment strategies |
| |||||||
Element: Develop a response consistent with client's investment strategies and agreed terms of business |
| |||||||
Element: Provide ongoing financial advice and review of portfolio where requested and within agreed terms of business |
| |||||||
Element: Market services and investment opportunities to clients |
|