Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSORG507A Mapping and Delivery Guide
Manage client service and business information
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSORG507A - Manage client service and business information |
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Description | This unit describes the performance outcomes, skills and knowledge required to implement sound business management practices which support the provision of professional services to clients and related product and service distribution activities.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit may be applied in job roles providing professional services in any sector of the financial services industry. It is particularly relevant to senior managers/principals within financial or insurance distribution contexts. | ||
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: Demonstrate business management skills |
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Element: Maintain comprehensive records of client's affairs |
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Element: Maintain relevant reference material |
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Element: Develop and maintain competency requirements of staff |
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