Course Title: Sell financial products and services

Part A: Course Overview

Program: C4297

Course Title: Sell financial products and services

Portfolio: BUS

Nominal Hours: 30.0

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)

MKTG6077C

City Campus

TAFE

650T TAFE Business

Distance / Correspondence or Face-to-Face or Internet

Term1 2012,
Term1 2013,
Term2 2012,
Term2 2013

Course Contact: Arie Herrnstadt

Course Contact Phone: +61 3 9925 5897

Course Contact Email: arie.herrnstadt@rmit.edu.au


Course Description

By the conclusion of this course you will be able to provide your customers with information about the products or services you offer which suit them, confirm sale and process the documentation.

You will also be able to Identify the nature of the client’s enquiry, determine the suitability of the financial product or service for the client, provide the client with information about that product or service.

If you are undertaking this course in Melbourne from semester 2, 2012 onwards your teacher will advise you if you require access to a computer for the course. It is recommended that you have access to a mobile computing device to allow greater flexibility in terms of where you can work on campus outside class times.


Pre-requisite Courses and Assumed Knowledge and Capabilities

There are no pre-requisites to this course but it is co-delivered with:

BSBCUS403A - Implement customer service standards
FNSSAM402A - Implement a sales plan
BSBCUS401A - Coordinate implementation of customer service strategies
FNSBNK406A - Manage customer visits



National Competency Codes and Titles

National Element Code & Title:

FNSSAM401A Sell financial products and services

Elements:

1. Identify the nature of the enquiry

2. Determine the suitability of the customer for the financial product or service

3. Provide customer with information about the product or service

4. Confirm sale and process documentation


Learning Outcomes

Upon the conclusion of this course you will understand the provision of information about the products or services you offer to your customers. You will identify the products which suit your clients, be able to confirm the sale and process documentation.

You will also identify the nature of client enquiries, determine the suitability of the financial product or service for the client and provide the client with information about that product or service.


Overview of Assessment

Assessment incorporates a variety of methods including a group assignment and final sales simulation.

The group assignment requires students to research customer service in the finance industry and provide specific guidelines in a manual for other staff.

Students will demonstrate their competency to their teacher to ensure the relevant requirements and standards are being met. Students will be provided with periodic feedback to check their progress.