Application
This unit describes the skills and knowledge required to present a sales solution and close a sale in response to a client enquiry.
Within their level of authority, individuals apply specialised knowledge and make judgements and recommendations based on detailed analysis of information.
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.
Mapping |
Notes |
Date |
Supersedes and is equivalent to FNSSAM401A - Sell financial products and services |
Updated to meet Standards for Training Packages |
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
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