Domain - Financial Advice
All unit standards registered on the Directory of Assessment Standards may be accessed here.
TOP > Service Sector > Financial Services > Financial Advice
| 0 Qualifications | 22 Assessment Standards (22 Units) | View Education Organisations with Consent to Assess |
Qualifications
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Assessment Standards
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| Level 4 | ||||||
| 24758 | Unit |
Establish customer relationships and analyse needs in the financial services industry This standard has expired and is no longer available. |
5 Credits | |||
| 24759 | Unit |
Develop, present, and negotiate solutions for customers in the financial services industry This standard has expired and is no longer available. |
5 Credits | |||
| 24765 | Unit |
Match financial products and/or services to customer needs in the financial services industry This standard has expired and is no longer available. |
3 Credits | |||
| 24772 | Unit |
Research specified financial strategies and products to predetermined guidelines in the financial services industry This standard has expired and is no longer available. |
5 Credits | |||
| 24773 | Unit |
Prepare a financial plan for a customer, to predetermined strategies and guidelines in the financial services industry This standard has expired and is no longer available. |
5 Credits | |||
| 24774 | Unit |
Implement a financial plan to predetermined guidelines in the financial services industry This standard has expired and is no longer available. |
4 Credits | |||
| 28197 | Unit |
Apply advice process within predetermined guidelines in banking or insurance This standard has expired and is no longer available. |
10 Credits | |||
| 28198 | Unit |
Apply advice process within predetermined guidelines in family/personal budgeting This standard has expired and is no longer available. |
10 Credits | |||
| Level 5 | ||||||
| 25642 | Unit |
Demonstrate understanding of relationships between economic environments, financial markets and their participants This standard has expired and is no longer available. |
5 Credits | |||
| 25643 | Unit |
Demonstrate understanding of the stages of personal financial advice and the products used by financial advisers This standard has expired and is no longer available. |
5 Credits | |||
| 25644 | Unit |
Demonstrate understanding of insurance structures, principles, products; and risk principles used by financial advisers This standard has expired and is no longer available. |
5 Credits | |||
| 25645 | Unit |
Demonstrate understanding of the life insurance market and life insurance This standard has expired and is no longer available. |
5 Credits | |||
| 25646 | Unit |
Demonstrate understanding of the health insurance market and health insurance This standard has expired and is no longer available. |
5 Credits | |||
| 25647 | Unit |
Demonstrate understanding of the fire and general insurance market and fire and general insurance This standard has expired and is no longer available. |
5 Credits | |||
| 25648 | Unit |
Demonstrate understanding of investment concepts used by financial advisers This standard has expired and is no longer available. |
10 Credits | |||
| 25649 | Unit |
Apply principles of investment advice This standard has expired and is no longer available. |
7 Credits | |||
| 25650 | Unit |
Demonstrate the steps in the financial advice process relating to client relationships and gathering information This standard has expired and is no longer available. |
6 Credits | |||
| 25651 | Unit |
Demonstrate the steps in the financial advice process relating to the development and presentation of recommendations This standard has expired and is no longer available. |
8 Credits | |||
| 25652 | Unit |
Demonstrate the steps in the financial advice process relating to the implementation and review processes This standard has expired and is no longer available. |
6 Credits | |||
| 25653 | Unit |
Apply legislation, regulations, and codes of practice, maintain business records, and respond to fiduciary issues This standard has expired and is no longer available. |
5 Credits | |||
| 25654 | Unit |
Demonstrate understanding of the business risk insurance market and business risk insurance This standard has expired and is no longer available. |
5 Credits | |||
| 26360 | Unit |
Demonstrate understanding of the legislative framework for authorised financial advisers This standard has expired and is no longer available. |
5 Credits | |||