Course Title: Sell financial products and services

Part A: Course Overview

Program: C4210

Course Title: Sell financial products and services

Portfolio: BUS

Nominal Hours: 30.0

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Course Code




Learning Mode

Teaching Period(s)


City Campus


650T TAFE Business


Term2 2009,
Term1 2010

Course Contact: Arie Herrnstadt

Course Contact Phone: +61 3 9925 5897

Course Contact Email:

Course Description

Sell financial products and services. This unit covers the skills and knowledge required to present a sales solution and close a sale in response to a customer enquiry.

Pre-requisite Courses and Assumed Knowledge and Capabilities


National Competency Codes and Titles

National Element Code & Title:

FNSICSAM401B Sell financial products and services


1. Identify the nature of the enquiry

2. Determine the suitability of the customer for the financial product or service

3. Provide customer with information about the product or service

4. Confirm sale and process documentation

Learning Outcomes

Overview of Assessment

Students are advised that they are likely to be asked to personally demonstrate their assessment work to their teacher to ensure that the relevant competency standards are being met. Students will be provided with feedback throughout the course to check their progress.

Assessment 1 – Questionnaire on communication skills relevant to selling financial products
Assessment 2 – Sales simulation using communication and sales skills
Assessment 3 – Responding to written customer enquiries 
Assessment 4 – Sales simulation using communication and sales skills
Assessment 5 – Final graded test/exam