View Unit : Assessment of Investment Advice Knowledge

Unit

Unit Reference Number

A/501/8726

Qualification Framework

QCF

Title

Assessment of Investment Advice Knowledge

Unit Level

Level 3

Unit Sub Level

None

Guided Learning Hours

Unit Credit Value

Date of Withdrawal

SSAs

15.1 Accounting and Finance

Unit Grading Structure

Pass

Assessment Guidance

Not Applicable

Learning Outcomes and Assessment Criteria

Learning Outcome - The learner will:		Assessment Criterion - The learner can:
1	Analyse consumers’ financial circumstances.	1.1	Appraise consumers’ circumstances, financial needs risk profile.
1	Analyse consumers’ financial circumstances.	1.2	Evaluate the advice process.
2	Apply suitable investment solutions.	2.1	Analyse the range of investment solutions available to suit different types of circumstance.
3	Apply suitable protection solutions.	3.1	Analyse the range of protection solutions available to suit different types of circumstance.
4	Apply suitable retirement planning solutions.	4.1	Analyse the range of pre and post retirement planning solutions available to suit different types of circumstance.
5	Understand the key features of the different types of financial products.	5.1	Assess the different types of financial products available.

Equivalent Units

There are no equivalences to display.