Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSAM401 Mapping and Delivery Guide
Sell financial products and services
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSAM401 - Sell financial products and services |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to present a sales solution and close a sale in response to a client enquiry.Within their level of authority, individuals apply specialised knowledge and make judgements and recommendations based on detailed analysis of information.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 sales and marketing field of work and include access to: financial services product information a relevant software system and data organisational policy and procedures common 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: Identify nature of enquiry |
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Element: Determine suitability of client for financial product or service |
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Element: Provide client with information about product or service |
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Element: Confirm sale and process documentation |
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