Course Title: Establish client relationship and analyse needs

Part A: Course Overview

Program: C4297

Course Title: Establish client relationship and analyse needs

Portfolio: BUS

Nominal Hours: 50.0

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	Campus	Career	School	Learning Mode	Teaching Period(s)
BAFI5197C	City Campus	TAFE	650T TAFE Business	Distance / Correspondence or Face-to-Face or Internet	Term1 2012, Term1 2013, Term2 2012, Term2 2013

Course Contact: Clem Simonetto

Course Contact Phone: +61 3 9925 5426

Course Contact Email: clem.simonetto@rmit.edu.au

Course Description

Upon completion of the course participants will be able to understand and establish a relationship with client.

Be able to assist the client in helping them identify teir objectives, needs and verify their financial situation.

Be able to analyse your client’s objective, needs, financial situation and risk profile.

If you are undertaking this course in Melbourne from semester 2, 2012 onwards your teacher will advise you if you require access to a computer for the course. It is recommended that you have access to a mobile computing device to allow greater flexibility in terms of where you can work on campus outside class times.

Pre-requisite Courses and Assumed Knowledge and Capabilities

There are no pre-requisites to this course but it is co-delivered with:

FNSINC402A - Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSCRD401A - Assess credit applications 
FNSASIC302A - Develop, present and negotiate client solutions
 

National Competency Codes and Titles

National Element Code & Title:	FNSASIC301C Establish client relationship and analyse needs
Elements:	1. Analyse client objective, needs, financial situation and risk profile
	2. Establish relationship with client
	3. Identify clients objectives, needs and financial situation

Learning Outcomes

To achieve competency in this unit you must be able to understand and establish a relationship with client, be able to identify a client’s needs and objectives and have the analytical skills to verify a client’s financial situation.

And be able to demonstrate a sound knowledge and skill in the area of analysing your client’s objective, needs, financial situation and risk profile.

Overview of Assessment

Assessment may incorporate a variety of methods including written tests, a group assignment and final assessment.

Tests are closed book and consist of multiple choice, practical exercises and short answer questions.

The group assignment requires students to research the role and function of a financial institution or a major contemporary issue relating to the financial system and of concern to consumers.

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