Course Title: Review financial plans and provide ongoing service

Part A: Course Overview

Program: C5317

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

Campus

Career

School

Learning Mode

Teaching Period(s)

BAFI5188C

City Campus

TAFE

650T Vocational Business Education

Distance / Correspondence or Face-to-Face or Internet

Term1 2013,
Term1 2015,
Term2 2015

Course Contact: Michael Elliot

Course Contact Phone: +61 3 9925 5519

Course Contact Email: michael.elliot@rmit.edu.au


Course Description


This unit describes the performance outcomes, skills and knowledge required to monitor the implementation and progress of financial plans and establish ongoing client service arrangements.

It encompasses discussing and confirming arrangements and procedures for ongoing service with clients, establishing procedures for providing ongoing service and undertaking or supervising review of a financial plan.


This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).
 


Pre-requisite Courses and Assumed Knowledge and Capabilities

None.



National Competency Codes and Titles

National Element Code & Title:

FNSFPL505A Review financial plans and provide ongoing service

Elements:

1. Discuss and confirm arrangements for ongoing service
 

2. Establish procedures for providing ongoing service

3. Undertake and/or supervise review of financial plan


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 their progress.