Course Title: Develop, present and negotiate client solutions

Part A: Course Overview

Program: C4297

Course Title: Develop, present and negotiate client solutions

Portfolio: BUS

Nominal Hours: 50.0

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)

BAFI5198C

City Campus

TAFE

650T TAFE Business

Distance / Correspondence or Face-to-Face or Internet

Term1 2012,
Term1 2013,
Term2 2012,
Term2 2013

Course Contact: Clem Simonetto

Course Contact Phone: +61 3 9925 5426

Course Contact Email: clem.simonetto@rmit.edu.au


Course Description

By the conclusion of this unit you will be able to complete and maintain necessary financial services documentation and provide ongoing service where requested by your client.

You will be able to demonstrate a sound knowledge and exercise skills in the area of developing appropriate financial services strategies and solutions, presenting those strategies and solutions to the client and negotiating financial plan/policy/transaction with client.
 

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:

FNSINC402A - Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSCRD401A - Assess credit applications
FNSASIC302A - Develop, present and negotiate client solutions



National Competency Codes and Titles

National Element Code & Title:

FNSASIC302C Develop, present and negotiate client solutions

Elements:

1. Complete and maintain necessary documentation

2. Coordinate implementation of agreed plan/policy/transaction

3. Develop appropriate strategies and solutions

4. Negotiate financial plan/policy/transaction with client

5. Present appropriate strategies and solutions to the client

6. Provide ongoing service where requested by client


Learning Outcomes

To achieve competency in this unit you must be able to demonstrate the ability to complete and maintain necessary documentation and be able to provide ongoing service where requested by client.

You will need to demonstrate a sound knowledge and skill in the area of developing appropriate financial services strategies and solutions, present these strategies and solutions to the client and negotiate financial plan/policy/transaction with client.
 


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.