Description
Learner Guide with Unit Content, Assessment Tasks, Competency Records, Benchmark Answers and Assessment Mapping for FNSCUS515 Determine client financial requirements and expectations.
This unit describes the skills and knowledge required to establish clients’ requirements and expectations for financial investment products, which include quotations, claims and requests for services or amendments.
It applies to individuals who may provide guidance and responsibility in any sector of the financial services industry. The information required to determine client financial requirements and expectations to be implemented may come from authorised representatives, including financial advisers, shareholders, financial organisations, stockbrokers, trustees, agents and intermediaries.
The unit does not cover the application of the specific skills and knowledge required to recommend and provide advice on specific financial products requiring Australian Securities and Investments Commission (ASIC) licensing.
FORMAT: Customisable MS Word
Qualifications that include this unit
- FNS60920 – Advanced Diploma of Paraplanning
- FNS50422 – Diploma of Payroll Services
- FNS51120 – Diploma of General Insurance
- FNS51820 – Diploma of Financial Services
- FNS51822 – Diploma of Financial Services
- FNS50922 – Diploma of Banking Services Management
- FNS60722 – Advanced Diploma of Financial Licensing Management
- FNS41420 – Certificate IV in General Insurance
- FNS51022 – Diploma of Financial Markets
- FNS41422 – Certificate IV in General Insurance
- FNS51522 – Diploma of Credit Management
