Course Title: Provide appropriate services, advice and products to clients

Part A: Course Overview

Program: C5261

Course Title: Provide appropriate services, advice and products to clients

Portfolio: BUS

Nominal Hours: 150.0

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: Sam Tabit

Course Contact Phone: +61 3 9925 1446

Course Contact Email:

Course Description

This course looks at client rapport  through presentation of appropriate solutions.

Negotation skills are also addressed

Pre-requisite Courses and Assumed Knowledge and Capabilities

There are no pre-requisites to this course but it is co-delivered with:
FNSASICZ503A Provide advice in financial planning
FNSFPL503A Develop and prepare financial plan
FNSFMK502A Analyse financial market products for client

National Competency Codes and Titles

National Element Code & Title:

FNSIAD501A Provide appropriate services, advice and products to clients


Analyse client's needs, objectives and financial situation to identify appropriate solutions

Complete and maintain necessary documentation

Create rapport with client

Identify client's needs, objectives and financial situation

Negotiate effectively

Present appropriate solutions to client

Provide after sales service

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.