Assessment Requirements for FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers

Release: 1

Assessment Requirements for FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

liaise, develop and secure longstanding and effective relationships

apply high level communication, negotiation, interpersonal and relationship management skills

interpret and apply the goals, policies and procedures of the organisation

monitor and introduce new ways to improve work relationships

adapt to any special needs of clients, including cultural, language, race, religion, ethnic origin, socioeconomic status and demographic needs.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline the organisation’s social, business and ethical standards relevant to building relationships and business

explain the role of different communication channels and tools in relationship development

describe effective interpersonal skills, and negotiation and communication principles

identify relevant associations, conferences and other relationship building opportunities

identify relevant business contexts for networking and relationship development

outline the key requirements of relevant legislation, regulation and industry/professional codes of practice that apply to relationship management.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the customer service field of work and include access to:

common office equipment

contact software system and data

financial services product information.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe