Course Title: Advise clients on financial risk
Part A: Course Overview
Program: C5317
Course Title: Advise clients on financial risk
Portfolio: BUS
Nominal Hours: 60.0
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) |
ACCT5332C |
City Campus |
TAFE |
650T Vocational Business Education |
Distance / Correspondence or Face-to-Face or Internet |
Term1 2013,
Term2 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 determine a client’s financial risk profile, assess risk management options and produce detailed reports to present findings to clients and other relevant people.
This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
Pre-requisite Courses and Assumed Knowledge and Capabilities
None
National Competency Codes and Titles
National Element Code & Title: |
FNSFMK503A Advise clients on financial risk |
Elements: |
1. Determine risk profile |
2. Assess financial risk |
|
3. Report findings |
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.