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FNSSAM411 Sell financial products and services (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSSAM411 Sell financial products and services (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to present a sales solution and close a sale in response to a client enquiry for financial products and services. The unit applies to those who are working within a level of authority, who apply specialised knowledge and make judgements and recommendations based on a detailed analysis of information. No licensing, legislative or certification requirements apply to this unit at the time of publication. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSRSK511 Undertake risk identification (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSRSK511 Undertake risk identification (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required in an organisation to identify risks, assess existing controls and recommend improvements and mitigation strategies. It applies to those who use specialised knowledge, systematic approaches and analytical skills to monitor and manage information relevant to organisational activity. No licensing, legislative or certification requirements apply to this unit at the time of publication. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSINC504 Apply ethical frameworks and principles to make and act upondecisions (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSINC504 Apply ethical frameworks and principles to make and act upondecisions (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to apply ethical principles to decision making and to act in line with ethical principles. It applies to individuals who use ethical principles and apply ethical frameworks to decide on, carry out, and evaluate the effectiveness of a course of action in response to an ethical situation in their workplace. The skills in this unit must be applied according to commonwealth, state and territory legislation, and applicable national standards and industry codes of practice or similar instruments. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Financial Services Training Package Companion Volume Implementation Guide or the relevant regulator for specific guidance on regulatory requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSINC412 Apply and maintain knowledge of financial products and services (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSINC412 Apply and maintain knowledge of financial products and services (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to apply and maintain an in-depth knowledge of the financial products and services provided by an organisation, or those an organisation uses, and how they may be applied to client needs. The unit applies to those who work in various financial services industry job roles, with a wide range of financial products or services. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSINC411 Conduct work according to professional practices in the financial services industry (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSINC411 Conduct work according to professional practices in the financial services industry (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and meet expectations of these in all aspects of work. It applies to individuals who work in the financial services industry and underpins other specialist units used in all sectors of the industry. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSFMK515 Comply with financial services regulation and industry codes of practice (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSFMK515 Comply with financial services regulation and industry codes of practice (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to ensure compliance with finance industry regulations and industry codes of practice on an organisational level. It applies to individuals who use, maintain and disseminate highly specialised knowledge to a range of personnel to ensure compliance and quality standards. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSFMB514 Implement complex loan structures (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSFMB514 Implement complex loan structures (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to establish actions, timings and priorities to implement complex loans and supervise the implementation process. The unit applies to individuals who use specialised knowledge and well-developed organisational skills to coordinate the implementation of complex financial processes. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSFMB513 Present credit options to clients with special financial circumstances (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSFMB513 Present credit options to clients with special financial circumstances (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to present credit options to clients with special financial circumstances, communicating complex information and completing, providing and maintaining required disclosures and documentation. The unit applies to individuals who use specialised knowledge and strong communication and interpersonal skills to convey complex information. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSFMB512 Identify and develop credit options for clients with special financial circumstances (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSFMB512 Identify and develop credit options for clients with special financial circumstances (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to identify special financial circumstances of a client, consider complicated issues such as economic and legislative requirements, and develop credit strategies and solutions for the client. The unit applies to individuals who apply research and analytical skills to complex and multifaceted scenarios to develop customised solutions for clients. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSFMB412 Identify client needs and present broking options (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSFMB412 Identify client needs and present broking options (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to determine clients’ broking requirements, explain capabilities, legal and compliance related issues and present broking options to clients. The unit applies to individuals who are skilled at building relationships and who use specialised knowledge and analytical skills to provide advice and a range of services for clients. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSFMB411 Prepare loan applications on behalf of clients (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSFMB411 Prepare loan applications on behalf of clients (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to prepare a client loan application to the specific requirements of a credit provider. The unit applies to individuals who use analytical and organisational skills to complete administrative requirements and use interpersonal skills to work effectively with a range of clients and personnel. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSCUS511 Develop and maintain professional relationships in financial services industry (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSCUS511 Develop and maintain professional relationships in financial services industry (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to communicate and network with a wide range of people, internal and external to the organisation, to increase efficiency and build continuing professional relationships. The unit applies to those who develop relationships in the financial services industry to inform their work. They use a range of specialised managerial techniques to engage with others. The relationships may be with clients, financial advisers, third-party referrers and other professionals in the financial services industry. No licensing, legislative or certification requirements apply to this unit at the time of publication About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSASIC301 Establish client relationship and analyse needs (Assessment Kit).
$396.00 Inc GSTAre you looking for a complete Assessment Kit to deliver the unit of competency FNSASIC301 Establish client relationship and analyse needs (Assessment Kit). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to interpret and comply with industry regulations and codes of practice when considering the characteristics of financial products and services for individual client needs. It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. About our Assessment Kits Our Assessment Kits are written with both student learning outcomes and assessor needs in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes whilst providing easy to use, logical assessments for your assessors. We engage industry experts to validate all our Assessment Kits to ensure that they meet industry standards. What you will receive when you order this product:- Assessor Guide
- Assessment Tool
- Powerpoint Presentation
- Mapping Document
- Optional - Ask us about uploading Assessments into your preferred LMS (Costs apply)
-
FNSSAM411 Sell financial products and services (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSSAM411 Sell financial products and services (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to present a sales solution and close a sale in response to a client enquiry for financial products and services. The unit applies to those who are working within a level of authority, who apply specialised knowledge and make judgements and recommendations based on a detailed analysis of information. No licensing, legislative or certification requirements apply to this unit at the time of publication. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSRSK511 Undertake risk identification (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSRSK511 Undertake risk identification (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required in an organisation to identify risks, assess existing controls and recommend improvements and mitigation strategies. It applies to those who use specialised knowledge, systematic approaches and analytical skills to monitor and manage information relevant to organisational activity. No licensing, legislative or certification requirements apply to this unit at the time of publication. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSINC504 Apply ethical frameworks and principles to make and act upondecisions (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSINC504 Apply ethical frameworks and principles to make and act upondecisions (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to apply ethical principles to decision making and to act in line with ethical principles. It applies to individuals who use ethical principles and apply ethical frameworks to decide on, carry out, and evaluate the effectiveness of a course of action in response to an ethical situation in their workplace. The skills in this unit must be applied according to commonwealth, state and territory legislation, and applicable national standards and industry codes of practice or similar instruments. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Financial Services Training Package Companion Volume Implementation Guide or the relevant regulator for specific guidance on regulatory requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSINC412 Apply and maintain knowledge of financial products and services (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSINC412 Apply and maintain knowledge of financial products and services (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to apply and maintain an in-depth knowledge of the financial products and services provided by an organisation, or those an organisation uses, and how they may be applied to client needs. The unit applies to those who work in various financial services industry job roles, with a wide range of financial products or services. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSINC411 Conduct work according to professional practices in the financial services industry (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSINC411 Conduct work according to professional practices in the financial services industry (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and meet expectations of these in all aspects of work. It applies to individuals who work in the financial services industry and underpins other specialist units used in all sectors of the industry. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSFMK515 Comply with financial services regulation and industry codes of practice (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSFMK515 Comply with financial services regulation and industry codes of practice (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to ensure compliance with finance industry regulations and industry codes of practice on an organisational level. It applies to individuals who use, maintain and disseminate highly specialised knowledge to a range of personnel to ensure compliance and quality standards. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSFMB514 Implement complex loan structures (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSFMB514 Implement complex loan structures (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to establish actions, timings and priorities to implement complex loans and supervise the implementation process. The unit applies to individuals who use specialised knowledge and well-developed organisational skills to coordinate the implementation of complex financial processes. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSFMB513 Present credit options to clients with special financial circumstances (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSFMB513 Present credit options to clients with special financial circumstances (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to present credit options to clients with special financial circumstances, communicating complex information and completing, providing and maintaining required disclosures and documentation. The unit applies to individuals who use specialised knowledge and strong communication and interpersonal skills to convey complex information. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSFMB512 Identify and develop credit options for clients with special financial circumstances (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSFMB512 Identify and develop credit options for clients with special financial circumstances (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to identify special financial circumstances of a client, consider complicated issues such as economic and legislative requirements, and develop credit strategies and solutions for the client. The unit applies to individuals who apply research and analytical skills to complex and multifaceted scenarios to develop customised solutions for clients. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSFMB412 Identify client needs and present broking options (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSFMB412 Identify client needs and present broking options (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to determine clients’ broking requirements, explain capabilities, legal and compliance related issues and present broking options to clients. The unit applies to individuals who are skilled at building relationships and who use specialised knowledge and analytical skills to provide advice and a range of services for clients. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSFMB411 Prepare loan applications on behalf of clients (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSFMB411 Prepare loan applications on behalf of clients (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to prepare a client loan application to the specific requirements of a credit provider. The unit applies to individuals who use analytical and organisational skills to complete administrative requirements and use interpersonal skills to work effectively with a range of clients and personnel. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
-
FNSCUS511 Develop and maintain professional relationships in financial services industry (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSCUS511 Develop and maintain professional relationships in financial services industry (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to communicate and network with a wide range of people, internal and external to the organisation, to increase efficiency and build continuing professional relationships. The unit applies to those who develop relationships in the financial services industry to inform their work. They use a range of specialised managerial techniques to engage with others. The relationships may be with clients, financial advisers, third-party referrers and other professionals in the financial services industry. No licensing, legislative or certification requirements apply to this unit at the time of publication About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
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FNSASIC301 Establish client relationship and analyse needs (Unit of Competency).
$660.00 Inc GSTAre you looking for a full resource kit to deliver the unit of competency FNSASIC301 Establish client relationship and analyse needs (Unit of Competency). This product is currently in development for release soon. To Pre-Order please email us at hello@dativity.io for dates. About this unit: This unit describes the skills and knowledge required to interpret and comply with industry regulations and codes of practice when considering the characteristics of financial products and services for individual client needs. It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level. Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. About our resource kits Our resource kits are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our units are modern, fresh and incorporate graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- Assessor Guide
- Learner Guide
- Mapping Guide
- Student Assessment
- PowerPoint presentation
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FNSSAM411 Sell financial products and services (Learner Guide).
$396.00 Inc GSTAre you looking for a Learner Guide to deliver the unit of competency FNSSAM411 Sell financial products and services (Learner Guide). This product is available within 3 days. Download instructions will be emailed to you once your order is confirmed About this unit:This unit describes the skills and knowledge required to present a sales solution and close a sale in response to a client enquiry for financial products and services.
The unit applies to those who are working within a level of authority, who apply specialised knowledge and make judgements and recommendations based on a detailed analysis of information.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
About our Learner Guides Our Learner Guides are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our Learner Guides is modern, fresh and incorporates graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- All encompassing Learner Guide from our in-house instructional design team
- Word formatted documents to allow for banding and document control
- Mapping Tool
- Optional - Ask us about our SCORM Learner Guides for E-Learning (Costs Apply)
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FNSRSK511 Undertake risk identification (Learner Guide).
$396.00 Inc GSTAre you looking for a Learner Guide to deliver the unit of competency FNSRSK511 Undertake risk identification (Learner Guide). This product is available within 3 days. Download instructions will be emailed to you once your order is confirmed About this unit: This unit describes the skills and knowledge required in an organisation to identify risks, assess existing controls and recommend improvements and mitigation strategies. It applies to those who use specialised knowledge, systematic approaches and analytical skills to monitor and manage information relevant to organisational activity. No licensing, legislative or certification requirements apply to this unit at the time of publication. About our Learner Guides Our Learner Guides are written with student learning outcomes in mind. All information is presented in an easy-to-understand way that is logically organised to enhance the learner experience and maximise learning outcomes. The look and structure of all our Learner Guides is modern, fresh and incorporates graphical representations and examples that relate directly to the relevant industry the unit relates to. We engage industry experts to validate all our content to ensure that they meet industry standards and expectations. What you will receive when you order this product:- All encompassing Learner Guide from our in-house instructional design team
- Word formatted documents to allow for banding and document control
- Mapping Tool
- Optional - Ask us about our SCORM Learner Guides for E-Learning (Costs Apply)