Financial Advice Construction

Issued by Griffith University

Earners have demonstrated successful achievement of learning outcomes in the following areas: The Advice Process; Client Engagement, Strategies and Recommendations; and the Statement of Advice and Practice Management. This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Financial Plan Construction.

Skills

Client Relations And Stakeholder Management
Cognitive
Critical Thinking
Digital Literacy
Ethics and professionalism
Oral And Written Communication
Preparation Of Statement Of Advice
Problem Solving Skills
Reflective practice
Research Skills
Technical And Creative Skills

Earning Criteria

Detailed knowledge of a Statement of Advice including methods of construction, types, purpose and benefits. Earners will be required to gather client data and determine their goals, then develop and present a financial plan. Earners will apply review and monitoring processes to meet ongoing requirements.

Standards

FASEA standards

This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Financial Plan Construction.