Domain - Financial Advice

Domain - Financial Advice

Search Standards

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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
10 Credits
Word  PDF
28198 Unit Apply advice process within predetermined guidelines in family/personal budgeting
10 Credits
Word  PDF
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
6 Credits
Word  PDF
25651 Unit Demonstrate the steps in the financial advice process relating to the development and presentation of recommendations
8 Credits
Word  PDF
25652 Unit Demonstrate the steps in the financial advice process relating to the implementation and review processes
6 Credits
Word  PDF
25653 Unit Apply legislation, regulations, and codes of practice, maintain business records, and respond to fiduciary issues
5 Credits
Word  PDF
25654 Unit Demonstrate understanding of the business risk insurance market and business risk insurance
5 Credits
Word  PDF
26360 Unit Demonstrate understanding of the legislative framework for authorised financial advisers
5 Credits
Word  PDF