Description
Learner Guide with Unit Content, Assessment Tasks, Competency Records, Benchmark Answers and Assessment Mapping for FNSASIC301 Establish client relationship and analyse needs.
This unit describes the skills and knowledge required to interpret and comply with industry regulations and codes of practice when considering the characteristics of financial products and services for individual client needs.
It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level.
FORMAT: Customisable MS Word
Qualifications that include this unit
- FNS50615 – Diploma of Financial Planning
- FNS42015 – Certificate IV in Banking Services
- FNS41815 – Certificate IV in Financial Services
- FNS41415 – Certificate IV in General Insurance
- FNS40815 – Certificate IV in Finance and Mortgage Broking
- FNS40715 – Certificate IV in Financial Practice Support
- FNS30515 – Certificate III in General Insurance
- FNS30115 – Certificate III in Financial Services


