tmpe877mnrrB57133_16233848281623401502507.docx
Assessment information
You work as a Financial Products sales advisor with XYZ Financial Services Pty Ltd
(XYZ).
Your manager has asked you to develop and implement a cold calling script for
one of XYZ’s financial products.
Instructions to complete this assessment
In order to complete this assessment, you are required to complete the following
sections consecutively. Details and specific instructions are provided within each
section and on the form/templates provided.
Supporting documents
To find the relevant supporting documents, please refer to the Assessment
Resources folder, located within the FNSSAM403 Prospect for new client’ssection
of your course (Note: Not all units have Assessment Resources.)
Section 1 – Undertake Prospecting Exercise
Requirements
Complete each of the following steps:
1. Select a financial product, such as a specific type of loan or credit card.
Complete a detailed analysis of the features and benefits of the product in the
table below. Note: Adjust the table as required. (Note: Identify the source of
the product information).
Benefits Drawbacks
Credit cards Convenience Temptation
Recordkeeping: Interect chanrges
Low-cost loans Fees
Cash advances Monthly scrutiny
Member perks Tricky short term teaser
rates
Build a good credit
history
Purchase protection
V1.0 REAA Released November 2022
Page 2 of 5

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FNS40815_ FNSSAM403 Assessment 2REAA

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