What are the units of competency for the Investment Advisor course?
The units of competency of for the Investment Advisor course include the following units of competency: Prerequisite Competency Units Provide appropriate and timely information to clients Conduct research to support recommendations Determine clients requirements and expectations Record and implement client instructions Analyse financial market products for clients Advise clients on financial risks Industry Core Competency Units Communicate in the workplace Use technology in the workplace Apply health and safety practices in the workplace Apply principles of professional practice to work in the financial services industry Sectoral Core Competency Units Comply with financial planning practice, ethical and operational guidelines & regulatory requirements Conduct financial planning analysis and research Develop and prepare a financial plan Implement financial plan Review financial plan and provide ongoing service ASIC Competency Units Establish client relationship and analyse needs Develop
