Course Title: Review financial plans and provide ongoing service

Part A: Course Overview

Program: C5261

Course Title: Review financial plans and provide ongoing service

Portfolio: BUS

Nominal Hours: 40.0

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

Distance / Correspondence or Face-to-Face or Internet

Term2 2012

Course Contact: Michael Elliot

Course Contact Phone: +61 3 9925 5519

Course Contact Email:

Course Description

This course considers once a financial plan is developed it must be discussed, confirmed and arranged with the client for its ongoing placement.  This course also considers the provision of ongoing service and plan review.

Pre-requisite Courses and Assumed Knowledge and Capabilities

There are no pre-requisites to this course but it is co-delivered with:
FNSASICX503A Provide advice in life insurance
FNSFPL504A Implement Financial Plan
BSBOHS303B Contribute to OHS hazard identification and risk management
FNSFMK503A Advise clients on financial risk

National Competency Codes and Titles

National Element Code & Title:

FNSFPL505A Review financial plans and provide ongoing service


Discuss and confirm arrangements for ongoing service

Establish procedures for providing ongoing service

Undertake and/or supervise review of financial plan

Learning Outcomes

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.