Course Title: Review financial plans and provide ongoing service
Part A: Course Overview
Program: C5261
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 TAFE Business |
Distance / Correspondence or Face-to-Face or Internet |
Term2 2012 |
Course Contact: Michael Elliot
Course Contact Phone: +61 3 9925 5519
Course Contact Email: michael.elliot@rmit.edu.au
Course Description
This course considers once a financial plan is developed it must be discussed, confirmed and arranged with the client for its ongoing placement. This course also considers the provision of ongoing service and plan review.
Pre-requisite Courses and Assumed Knowledge and Capabilities
There are no pre-requisites to this course but it is co-delivered with:
FNSASICX503A Provide advice in life insurance
FNSFPL504A Implement Financial Plan
BSBOHS303B Contribute to OHS hazard identification and risk management
FNSFMK503A Advise clients on financial risk
National Competency Codes and Titles
National Element Code & Title: |
FNSFPL505A Review financial plans and provide ongoing service |
Elements: |
Discuss and confirm arrangements for ongoing service |
Establish procedures for providing ongoing service |
|
Undertake and/or supervise review of financial plan |
Learning Outcomes
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.