Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL604A Mapping and Delivery Guide
Develop complex and innovative financial planning strategies
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSFPL604A - Develop complex and innovative financial planning strategies |
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Description | This unit describes the performance outcomes, skills and knowledge required to determine and prepare a complex or innovative financial plan or plans which are for commercial relationship reasons identified as requiring development to a higher than normal standard. It encompasses establishing plan objectives and scope, and developing strategic assumptions and innovative or complex financial strategies.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit has application to job roles such as senior financial planners, para-planners and senior technical staff. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Establish plan objectives and scope |
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Element: Develop strategic assumptions |
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Element: Develop innovative or complex financial strategy |
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Element: Review and settle draft strategy and options with client |
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Element: Develop preliminary financial plan for client |
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Element: Ensure compliance of financial plan with regulatory and organisation requirements |
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Element: Produce client financial plan |
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