Course Title: Provide financial planning advice
Part A: Course Overview
Program: C5179
Course Title: Provide financial planning advice
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) |
BAFI5128C |
City Campus |
TAFE |
650T TAFE Business |
Face-to-Face or Workplace |
Term1 2007,
Term1 2008, Term2 2008 |
Course Contact: Craig Kingsley
Course Contact Phone: 61 3 9925 5456
Course Contact Email: craig.kingsley@rmit.edu.au
Course Description
This unit describes the skill involved in providing financial advice to clients, depending on the level of client contact appropriate for the representative. The unit equally applies when presenting preliminary, amended or final financial plans.
It introduces the workings of the financial planning industry and to provides a framework to be able to develop and provide action plans designed to assist people to achieve their financial goals and improve financial health.
Pre-requisite Courses and Assumed Knowledge and Capabilities
NONE
National Competency Codes and Titles
National Element Code & Title: |
FNSFPLN507A Provide financial planning advice |
Elements: |
Complete and maintain necessary documentation |
Create rapport with the client |
|
Discuss financial plan with the client |
|
Negotiate effectively |
Learning Outcomes
As per the performance elements above.
Overview of Assessment
Assessment will incorporate a variety of methods including a group assignment and presentation, tests and /or an examination.
The group assignment will require students to develop and match financial strategies to meet a client’s requirements. It will also involve a group presentation.
Tests/exam are closed book and may consist of multiple-choice questions, case studies and some short answer questions. They will assess underpinning knowledge and skills and the performance elements of the unit.
You will receive ongoing feedback on your progress in the course. Feedback on assessment will be given in a timely manner. You will be informed about how to improve your performance in the competency/course and what you need to do to be deemed competent or to gain a pass in the assessment.