Unit of competency Outline
Date retreived
22/07/2026 12:50 AM AWST
22/07/2026 12:50 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Determine client requirements and expectations
Determine client requirements and expectations
Unit of competency
National Code
FNBFPS12A
FNBFPS12A
State Code
C5314
C5314
TGA Status
Deleted
Deleted
DTWD Status
Archived
Archived
State Implementation and Classification
Approved Date
24/03/2004
Field of Education
081105 - Investment And Securities
Original Release Date
24/03/2004
Nominal Hours
50
Description
Notes
Elements and Performance Criteria
No information
No information
No information
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| C7464 | FNSFPLN506A | Meet with client to determine client requirements and expectations | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| C537 | FNB50802 | Diploma of Financial Services (Financial Planning) | Qualification |