Unit of competency Outline
Information current as of
12/09/2026 4:58 PM AWST
12/09/2026 4:58 PM 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.
Meet with client to discuss needs and preferences
Meet with client to discuss needs and preferences
Unit of competency
National Code
FNBFPS09A
FNBFPS09A
State Code
C5311
C5311
TGA Status
Deleted
Deleted
DTWD Status
Archived
Archived
State Implementation and Classification
Approved Date
24/03/2004
Original Release Date
30/06/1999
Nominal Hours
30
Field of Education
081105 - Investment And Securities
Description
N/A
General notes
N/A
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 |