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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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Activity 1
Why should adviser explanations to clients use dollar amounts, rather than just percentages and generic phrases?
Activity 1 Answer
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Activity 2
Explain the key features of an active style of investment.
Activity 2 Answer
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Activity 3
Explain the key features of a financial planning specialist role, Estate Planning.
Activity 3 Answer
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Activity 4
What type of things might be discussed when a client has an initial consultation with a Financial Planner?
Activity 4 Answer
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Activity 5
The phrase ‘clear, concise and effective’ is not defined in the Corporations Act. Explain what this phrase means in the context of a Statement of Advice.
Activity 5 Answer
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Activity 6
One of the aims of a Statement of Advice is to resolve any conflicts which may arise out of the client’s financial aims and objectives. Provide an example of how this may be achieved.
Activity 6 Answer
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Activity 7
Explain the ‘suitability rule’ in the context of personal financial advice.
Activity 7 Answer
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Activity 8
Explain some of the disclaimers that may be present in a statement of advice.
Activity 8 Answer
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Activity 10
Explain the terms ‘risk disclosure’ and’ ‘no guarantee of performance, in the context of financial advice.
Activity 9 Answer
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Activity 10
Why should a client read an SOA carefully?
Activity 10 Answer
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Reference ID: #getanswers2001028