Application
This unit describes the skills and knowledge required to collect and analyse client information, use it as the basis for determining the level of contact required and monitor and maintain the quality of the service provided.
It applies to individuals who may use a range of specialised and managerial techniques to plan, monitor and review their work in any sector of the financial services industry.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
| Mapping |
Notes |
Date |
| Supersedes and is equivalent to FNSCUS502A - Monitor client requirements |
Updated to meet Standards for Training Packages Minor edits to clarify performance criteria |
25/Mar/2015 |
Contains the following documents
- Assessment Matrix (Mapping Document)
- New Assessor Workbook/Guide (in MS Word Format)
- New Cover Sheet
- Learner Guide (in MS Word Format)
- New Learner Evidence Document
- Learner Workbook (in MS Word Format)
- New Observation and Demonstration Checklists
- New Session Plan (in MS Word Format)
- PowerPoint presentation
For more information please contact us on sarah@rtomaterials.com.au
