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FNS40815 Certificate IV in FINANCE & MORTGAGE BROKING
FNSASIC302 Develop, present and negotiate client solutions | |
| Unit Description | This unit describes the skills and knowledge required to provide advice on deposit products, non-cash payment facilities and general insurance products. |
| Learning Outcomes | By the end of this unit, students will be able to:
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Assessment information
You work trainee financial adviser with ZYX Financial Services Pty Ltd (ZYX).
As part of your training your supervisor has asked you to review an example statement of advice.
Instructions to complete this assessment
In order to complete this assessment, you are required to complete the following sections consecutively. Details and specific instructions are provided within each section and on the form/templates provided.
Supporting documents
To find the relevant supporting documents, please refer to the Assessment Resources folder, located within the FNSASIC302 Develop, present and negotiate client solutions needs section of your course
Section 1 – Review Statement of Advice Requirements
Download and review “John Smith Statement of Advice November 2014”, located in the Assessment Resources folder.
Section 2 – Assess SOA
Now complete each of the following steps:
1. John Smith has asked for advice about his life insurance, income continuance insurance and trauma insurance. The SOA provides recommendations for each of these insurances (P32). In order to comply with industry regulations, what must the adviser do before these products transfer risk to the insurance companies?
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2. Has the adviser to John Smith clearly explained the characteristics, benefits and impacts of switching financial products to John Smith?
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3. The SOA presents appropriate financial products and services to John Smith. What must John Smith do now to successfully complete this SOA process?
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Checklist for submission
Please use the following list to ensure the correct amount and type of documents have been completed and are ready for submission.
Assessment 2: The file name should include your first name and surname,
i.e. Assessment 2_FNSASIC302_Jo Brown
Reference ID: #getanswers2001027