Course Title: Develop, present and negotiate client solutions

Part A: Course Overview

Program: C4342

Course Title: Develop, present and negotiate client solutions

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




Learning Mode

Teaching Period(s)


City Campus


650T Vocational Business Education

Distance / Correspondence or Face-to-Face or Internet

Term1 2014,
Term2 2014,
Term1 2015,
Term2 2015

Course Contact: Doug Gourlay

Course Contact Phone: +61 3 9925-5944

Course Contact Email:

Course Description

This unit describes the performance outcomes, skills and knowledge required to satisfy the training requirements for authorisation by an Australian ASIC registered License (AFSL) holder to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level.

This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by ASIC.

Pre-requisite Courses and Assumed Knowledge and Capabilities


National Competency Codes and Titles

National Element Code & Title:

FNSASIC302C Develop, present and negotiate client solutions


1. Develop appropriate strategies and solutions

2. Present appropriate strategies and solutions to client

3. Negotiate financial plan, policy or transaction with client

4. Coordinate implementation of agreed plan, policy or transaction

5. Complete and maintain necessary documentation

6. Provide ongoing service where requested by client

Learning Outcomes

Overview of Assessment

Assessment may incorporate a variety of methods including technical requirements documentation, homework, assignments, group and/or individual projects, in class exercises, written and practical tests, problem solving exercises, presentations, direct observation of actual and simulated work practice, presentation of a portfolio of evidence which may comprise documents, and/or photographs and/or video and audio files, review of products produced through work-based or course activities.

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