Course Title: Determine client requirements and expectations
Part A: Course Overview
Program: C5317
Course Title: Determine client requirements and expectations
Portfolio: BUS
Nominal Hours: 70.0
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) |
MKTG6074C |
City Campus |
TAFE |
650T Vocational Business Education |
Distance / Correspondence or Face-to-Face or Internet |
Term1 2013,
Term1 2014, Term1 2015, Term2 2014, 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 establish a client’s financial requirements and expectations in regard to financial investment products and includes quotations, claims and requests for service or amendments.
It does not cover the application of the specific skills and knowledge required to recommend and provide advice on specific financial products requiring Australian Securities and Investments Commission (ASIC) licensing.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Pre-requisite Courses and Assumed Knowledge and Capabilities
None
National Competency Codes and Titles
National Element Code & Title: |
FNSCUS505A Determine client requirements and expectations |
Elements: |
1. Develop an awareness of the client’s situation |
2. Obtain relevant knowledge of client’s financial position and risk profile |
|
3. Determine client expectations and requirements with respect to financial markets advice |
|
4. Prepare and update necessary documentation where required |
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.